Bank of New York Mellon Corp

CIK 0001390777 · Q1 2026

13F Equity AUM

$543.9B

-4.2% QoQ

Positions

3,878

+10 QoQ

AUM Rank

#43

Top 0.3%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,148 · Top 26%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 17.4%Top 10: 25.1%Top 20: 33.3%

NVDA4.9%

AAPL4.3%

MSFT3.5%

AMZN2.6%

GOOGL2.1%

AVGO1.6%

IVV1.6%

GOOG1.5%

META1.5%

XOM1.4%

Others (3868)74.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.9%

Financial Services20.0%

Healthcare10.0%

Industrials8.9%

Consumer Cyclical8.7%

Communication Services7.7%

Energy5.3%

Consumer Defensive4.0%

Other9.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3878Median: 0.00%Avg: 0.03%

0–0.5%

3850(62.1%)

0.5–1%

16(10.7%)

1–3%

9(14.5%)

3–5%

3(12.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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