Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2018   Q1 0 0.00 Sell 100.00% <0.01 $49.39–58.67 · VW $54.19i SEC
2017   Q4 8,700 <0.01 Buy <0.01 $50.53–58.99 · VW $55.41i $469,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.36 $35.63–41.79 · VW $37.81i SEC
2014   Q3 1,096,500 0.36 Reduce 67.89% 0.73 $35.06–40.80 · VW $38.19i $42,467,000 SEC
2014   Q2 3,414,400 1.07 Add 0.33% <0.01 $33.27–40.06 · VW $37.46i $127,971,000 SEC
2014   Q1 3,403,300 1.08 Reduce 13.36% 0.18 $30.82–35.88 · VW $33.52i $120,102,000 SEC
2013   Q4 3,927,900 1.33 Add 0.25% <0.01 $31.66–35.66 · VW $33.09i $137,241,000 SEC
2013   Q3 3,918,000 1.26 Reduce 9.31% 0.12 $29.52–32.25 · VW $31.19i $118,284,000 SEC
2013   Q2 4,320,300 1.34 Reduce 8.00% 0.12 $27.54–32.36 · VW $30.45i $121,184,000 SEC
2013   Q1 4,695,900 1.48 $27.99 $131,438,000 SEC
2012   Q4 4,695,900 1.52 Add 1.73% 0.03 $23.26–27.45 · VW $25.96i $120,685,000 SEC
2012   Q3 4,616,000 1.33 Add 0.03% <0.01 $20.42–25.26 · VW $23.46i $104,413,000 SEC
2012   Q2 4,614,800 1.33 Add 44.76% 0.41 $19.30–24.21 · VW $21.60i $101,295,000 SEC
2012   Q1 3,187,800 1.10 Add 10.22% 0.10 $20.33–24.72 · VW $22.90i $76,922,000 SEC
2011   Q4 2,892,300 0.89 Add 42.62% 0.27 $17.67–22.08 · VW $19.96i $57,585,000 SEC
2011   Q3 2,028,000 0.69 Add 283.95% 0.51 $17.10–25.53 · VW $21.30i $37,700,000 SEC
2011   Q2 528,200 0.22 Buy 0.22 $24.15–29.25 · VW $26.17i $13,532,000 SEC
Price snapshot:
Current price$151.27
52-week low$91.65
52-week high$155.08