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  The Bank of New York Mellon Cor (BNY)
← All BNY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 3.51 $32.65–39.16 · VW $35.39i SEC
2020   Q2 4,383,286 3.51 Reduce 54.82% 2.58 $31.24–43.17 · VW $36.75i $169,414,000 SEC
2020   Q1 9,701,088 4.71 Reduce 20.18% 1.30 $26.40–47.63 · VW $37.19i $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 $40.52–47.50 · VW $44.92i $549,499,000 SEC
2019   Q2 12,621,581 5.88 Reduce 4.67% 0.33 $42.13–50.41 · VW $46.49i $557,243,000 SEC
2019   Q1 13,240,187 7.15 Reduce 17.96% 1.48 $47.37–54.27 · VW $50.43i $667,703,000 SEC
2018   Q4 16,139,123 8.22 Add 0.00% <0.01 $43.67–53.89 · VW $49.96i $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 $52.10–58.22 · VW $54.60i $870,373,000 SEC
2018   Q1 16,136,596 8.39 Add 2.28% 0.19 $49.39–58.67 · VW $54.19i $831,519,000 SEC
2017   Q4 15,776,432 7.19 Reduce 29.49% 2.89 $50.53–58.99 · VW $55.41i $849,719,000 SEC
2017   Q3 22,375,489 9.79 Reduce 30.89% 3.85 $50.15–55.29 · VW $52.30i $1,186,348,000 SEC
2017   Q2 32,375,489 12.45 Add 0.01% <0.01 $46.06–54.59 · VW $51.23i $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% $42.73–49.54 · VW $45.67i $1,533,816,000 SEC
2016   Q3 32,372,626 13.86 Add 0.47% 0.07 $38.53–43.88 · VW $41.89i $1,291,020,000 SEC
2016   Q2 32,220,599 12.96 Add 1.24% 0.16 $35.72–42.61 · VW $39.24i $1,251,770,000 SEC
2016   Q1 31,826,733 12.20 Add 2.88% 0.34 $32.20–41.60 · VW $38.01i $1,172,179,000 SEC
2015   Q4 30,935,516 10.94 Add 2.34% 0.25 $34.24–44.73 · VW $38.40i $1,275,162,000 SEC
2015   Q3 30,228,703 10.71 Add 0.01% <0.01 $36.46–45.45 · VW $41.19i $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 $36.03–43.11 · VW $40.49i $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 $35.06–40.80 · VW $38.19i $1,119,206,000 SEC
2014   Q2 19,110,843 10.54 Buy 10.54 $33.27–40.06 · VW $37.46i $716,274,000 SEC
Price snapshot:
Current price$151.27
52-week low$91.65
52-week high$155.08