TD Asset Management 13F: Adds $183M to BK Stake

TD Asset Management raised its stake in Bank of New York Mellon Corp by 490.5% during the period, adding over 1.2 million shares to its portfolio.

By EarningsIQ Research Desk · Published Jun 27, 2026, 4:21 AM EDT · Updated Jun 29, 2026, 4:21 AM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

TD Asset Management added 1,271,739 shares to its stake in Bank of New York Mellon Corp ($BK), a 490.48% increase, according to a 13F filing with the SEC dated May 11, 2026. It reported 1,531,026 shares worth $219.79 million at the end of the quarter.

Since the filing, $BK is up 3.1% after 1 week, up 5.5% after 1 month and up 8.4% to date (from the $132.49 close on May 11, 2026).

Find the original: TD Asset Management 13F filings on SEC EDGAR

BK Bank of New York Mellon Corp

$143.63 +23.75% year to date

Daily close · Jun 18, 2026

Key Points

TD Asset Management boosted its holdings in Bank of New York Mellon Corp by 490.5%, acquiring 1,271,739 shares to reach a total of 1,531,026 shares.
The institutional filing reveals that the investment firm's expanded stake in the New York financial institution carried a reported value of about $219.8 million at the close of the period.
Bank of New York Mellon shares trade around $143.56, supported by strong institutional interest from various asset managers throughout the market.

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TD Asset Management Expands Exposure to BNY Mellon

TD Asset Management lifted its position in Bank of New York Mellon Corp (NYSE:BK) by 490.5% during the period, according to a Form 13F filing with the U.S. Securities and Exchange Commission. The filing reflects holdings as of the reporting period and may not represent the investor's current position. The firm added 1,271,739 shares to its portfolio, bringing its total ownership to 1,531,026 shares. The value of the holding reached approximately $219.8 million at the end of the quarter.

13F track record

TD Asset Management vs. the S&P 500

YTD return +14.91% hypothetical

All-time return +117.66% S&P 500 +81.17%

vs. S&P 500 +36.49% ahead of the index

Hypothetical returns from TD Asset Management's disclosed trades, not real profit or advice. How we model this.

Position Details and Share Growth

The substantial increase by TD Asset Management follows a pattern of portfolio adjustments across major institutional managers. The fund grew its prior stake of 259,287 shares substantially, pushing its investment value much higher. Other firms have also adjusted their exposure to the bank recently. For instance, Arrowstreet Capital reduced its holdings by 40%, while AllianceBernstein increased its position. Intech Investment Management and Brevan Howard Capital Management also grew their stakes during similar reporting windows.

Bank Stock Price Action

Shares of Bank of New York Mellon traded at $143.56 on Saturday. The financial giant operates across several segments, offering custody, trust, depositary, and wealth management services to institutional and individual clients worldwide. Founded in 1784 and headquartered in New York, the firm handles massive pools of global assets and provides core clearing and treasury services.

Financial Health and Upcoming Reports

The company manages operations backed by robust profitability metrics and stable capital returns. Shareholders collect an annual dividend of $2.12 per share, which translates to a yield of 1.5%. The payout is managed through a conservative payout ratio of 25.6%. Market participants look toward the next quarterly earnings update scheduled for July 15, 2026, for further updates on net revenue and operating margins.

Institutional Landscape

Institutional filing data highlights how large asset managers continuously rebalance large-cap bank holdings. TD Asset Management's move stands out due to the sheer size of the share addition compared to its starting count. Filings from this reporting cycle provide a window into how institutional capital flows through traditional financial institutions as market conditions evolve.

More on this

Source: TD Asset Management's 13F filing on $BK (May 11, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: TD Asset Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts