Nelson Peltz - Trian Fund Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  Bank of New York Mellon Corp. (BNY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 3.51 SEC
2020   Q2 4,383,286 3.51 Reduce 54.82% 2.58 $38.65 $169,414,000 SEC
2020   Q1 9,701,088 4.71 Reduce 20.18% 1.30 $33.68 $326,733,000 SEC
2019   Q4 12,154,366 6.45 $50.33 $611,729,000 SEC
2019   Q3 12,154,366 5.74 Reduce 3.70% 0.22 $45.21 $549,499,000 SEC
2019   Q2 12,621,581 5.88 Reduce 4.67% 0.33 $44.15 $557,243,000 SEC
2019   Q1 13,240,187 7.15 Reduce 17.96% 1.48 $50.43 $667,703,000 SEC
2018   Q4 16,139,123 8.22 Add 0.00% <0.01 $47.07 $759,669,000 SEC
2018   Q3 16,138,942 7.96 $50.99 $822,925,000 SEC
2018   Q2 16,138,942 8.67 Add 0.01% <0.01 $53.93 $870,373,000 SEC
2018   Q1 16,136,596 8.39 Add 2.28% 0.19 $51.53 $831,519,000 SEC
2017   Q4 15,776,432 7.19 Reduce 29.49% 2.89 $53.86 $849,719,000 SEC
2017   Q3 22,375,489 9.79 Reduce 30.89% 3.85 $53.02 $1,186,348,000 SEC
2017   Q2 32,375,489 12.45 Add 0.01% <0.01 $51.02 $1,651,797,000 SEC
2017   Q1 32,372,656 11.47 $47.23 $1,528,961,000 SEC
2016   Q4 32,372,656 13.83 Add 0.00% $47.38 $1,533,816,000 SEC
2016   Q3 32,372,626 13.86 Add 0.47% 0.07 $39.88 $1,291,020,000 SEC
2016   Q2 32,220,599 12.96 Add 1.24% 0.16 $38.85 $1,251,770,000 SEC
2016   Q1 31,826,733 12.20 Add 2.88% 0.34 $36.83 $1,172,179,000 SEC
2015   Q4 30,935,516 10.94 Add 2.34% 0.25 $41.22 $1,275,162,000 SEC
2015   Q3 30,228,703 10.71 Add 0.01% <0.01 $39.15 $1,183,454,000 SEC
2015   Q2 30,225,639 14.81 $41.97 $1,268,570,000 SEC
2015   Q1 30,225,639 14.21 Add 4.60% 0.62 $40.24 $1,216,280,000 SEC
2014   Q4 28,897,639 12.43 $40.57 $1,172,377,000 SEC
2014   Q3 28,897,639 14.71 Add 51.21% 4.98 $38.73 $1,119,206,000 SEC
2014   Q2 19,110,843 10.54 Buy 10.54 $37.48 $716,274,000 SEC