John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  The Bank of New York Mellon Cor (BNY)
← All BNY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.03 $39.66–46.51 · VW $42.89i SEC
2023   Q2 78,663 0.03 $44.52 $3,502,077 SEC
2023   Q1 78,663 0.03 $45.44 $3,574,447 SEC
2022   Q4 78,663 0.04 Reduce 23.58% <0.01 $41.13–50.71 · VW $47.47i $3,580,740 SEC
2022   Q3 102,931 0.04 Reduce 19.46% <0.01 $36.22–45.45 · VW $41.26i $3,965,000 SEC
2022   Q2 127,804 0.05 Reduce 1.74% <0.01 $39.78–46.98 · VW $43.41i $5,331,000 SEC
2022   Q1 130,061 0.06 Reduce 1.75% <0.01 $41.96–64.63 · VW $49.55i $6,455,000 SEC
2021   Q4 132,376 0.06 Add 1.41% <0.01 $54.10–64.53 · VW $59.30i $7,688,000 SEC
2021   Q3 130,534 0.06 Reduce 0.91% <0.01 $48.74–60.52 · VW $56.15i $6,767,000 SEC
2021   Q2 131,728 0.06 Reduce 7.77% <0.01 $47.32–52.90 · VW $50.52i $6,748,000 SEC
2021   Q1 142,828 0.07 Reduce 2.26% <0.01 $40.02–50.26 · VW $46.72i $6,754,000 SEC
2020   Q4 146,128 0.07 Add 23.24% 0.01 $34.39–46.84 · VW $40.35i $6,202,000 SEC
2020   Q3 118,575 0.06 Add 20.34% 0.01 $32.65–39.16 · VW $35.39i $4,072,000 SEC
2020   Q2 98,536 0.06 Reduce 2.57% <0.01 $31.24–43.17 · VW $36.75i $3,808,000 SEC
2020   Q1 101,136 0.06 $33.68 $3,406,000 SEC
2019   Q4 101,136 0.06 Add 1.20% <0.01 $44.10–51.60 · VW $46.83i $5,090,000 SEC
2019   Q3 99,936 0.06 Reduce 0.08% $40.52–47.50 · VW $44.92i $4,518,000 SEC
2019   Q2 100,014 0.06 $44.15 $4,416,000 SEC
2019   Q1 100,014 0.06 Reduce 0.63% <0.01 $47.37–54.27 · VW $50.43i $5,044,000 SEC
2018   Q4 100,651 0.07 Reduce 2.35% <0.01 $43.67–53.89 · VW $49.96i $4,738,000 SEC
2018   Q3 103,076 0.06 Reduce 0.05% $45.16–54.15 · VW $48.88i $5,256,000 SEC
2018   Q2 103,130 0.06 Reduce 0.03% $52.10–58.22 · VW $54.60i $5,562,000 SEC
2018   Q1 103,166 0.06 Reduce 0.06% $49.39–58.67 · VW $54.19i $5,316,000 SEC
2017   Q4 103,226 0.06 Reduce 0.02% $50.53–58.99 · VW $55.41i $5,560,000 SEC
2017   Q3 103,249 0.07 Reduce 8.50% <0.01 $50.15–55.29 · VW $52.30i $5,474,000 SEC
2017   Q2 112,837 0.07 Reduce 0.02% $46.06–54.59 · VW $51.23i $5,757,000 SEC
2017   Q1 112,864 0.07 Reduce 0.09% <0.01 $44.50–48.79 · VW $46.78i $5,331,000 SEC
2016   Q4 112,970 0.07 $47.38 $5,353,000 SEC
2016   Q3 112,970 0.06 $39.88 $4,505,000 SEC
2016   Q2 112,970 0.06 $38.85 $4,389,000 SEC
2016   Q1 112,970 0.05 Add 5.27% <0.01 $32.20–41.60 · VW $38.01i $4,161,000 SEC
2015   Q4 107,315 0.06 Reduce 5.04% <0.01 $34.24–44.73 · VW $38.40i $4,424,000 SEC
2015   Q3 113,015 0.06 Reduce 4.16% <0.01 $36.46–45.45 · VW $41.19i $4,425,000 SEC
2015   Q2 117,915 0.06 Add 1.11% <0.01 $40.53–44.99 · VW $42.97i $4,949,000 SEC
2015   Q1 116,615 0.06 Add 0.09% <0.01 $36.03–43.11 · VW $40.49i $4,693,000 SEC
2014   Q4 116,515 0.06 Reduce 0.17% <0.01 $35.63–41.79 · VW $37.81i $4,727,000 SEC
2014   Q3 116,715 0.06 Add 3.46% <0.01 $35.06–40.80 · VW $38.19i $4,520,000 SEC
2014   Q2 112,815 0.06 Reduce 0.04% $33.27–40.06 · VW $37.46i $4,228,000 SEC
2014   Q1 112,860 0.05 Reduce 0.33% <0.01 $30.82–35.88 · VW $33.52i $3,983,000 SEC
2013   Q4 113,230 0.05 Reduce 0.26% <0.01 $31.66–35.66 · VW $33.09i $3,956,000 SEC
2013   Q3 113,525 0.06 Add 0.35% <0.01 $29.52–32.25 · VW $31.19i $3,427,000 SEC
2013   Q2 113,125 0.06 Add 0.35% <0.01 $27.54–32.36 · VW $30.45i $3,173,000 SEC
2013   Q1 112,725 0.06 Reduce 31.72% 0.03 $26.64–29.13 · VW $28.00i $3,155,000 SEC
2012   Q4 165,085 0.10 Reduce 29.26% 0.04 $23.26–27.45 · VW $25.96i $4,243,000 SEC
2012   Q3 233,385 0.13 $22.62 $5,279,000 SEC
2012   Q2 233,385 0.13 Add 0.17% <0.01 $19.30–24.21 · VW $21.60i $5,123,000 SEC
2012   Q1 232,985 0.14 Add 2.15% <0.01 $20.33–24.72 · VW $22.90i $5,622,000 SEC
2011   Q4 228,085 0.12 Add 6.94% <0.01 $17.67–22.08 · VW $19.96i $4,541,000 SEC
2011   Q3 213,285 0.12 Add 63.40% 0.05 $17.10–25.53 · VW $21.30i $3,965,000 SEC
2011   Q2 130,530 0.07 Reduce 22.46% 0.03 $24.15–29.25 · VW $26.17i $3,344,000 SEC
2011   Q1 168,330 0.13 $29,870.00 $5,028,017,000 SEC
2010   Q4 168,330 0.12 Reduce 9.07% 0.01 $24.77–32.50 · VW $29.50i $5,083,566,000 SEC
2010   Q3 185,130 0.12 Add 13.15% 0.01 $23.78–27.11 · VW $25.32i $4,837,447,000 SEC
2010   Q2 163,615 0.11 Add 17.53% 0.02 $24.13–31.71 · VW $26.97i $4,039,654,000 SEC
2010   Q1 139,215 0.10 Reduce 62.01% 0.15 $26.35–32.65 · VW $30.04i $4,298,959,000 SEC
2009   Q4 366,480 0.24 Buy 0.24 $25.80–31.30 · VW $28.73i $10,250,446,000 SEC
Price snapshot:
Current price$151.27
52-week low$91.65
52-week high$155.08