Historical position

Nelson Peltz’s Bank Of Ny Mellon Corp (BNY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2014Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares32.38MHighest verified quarter-end share count
Quarters reported26Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Bank Of Ny Mellon Corp in Q1 2014. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2020. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2020
Sold the entire position−4.38M shares · No shares reported at quarter-end
Q2 2020
Sold 54.8% of the position−5.32M shares · 4.38M shares remained
Filing context

Quarter-end price $38.65 · Estimated holding basis $37.75

Q1 2020
Sold 20.2% of the position−2.45M shares · 9.70M shares remained
Filing context

Quarter-end price $33.68 · Estimated holding basis $37.75

Q3 2019
Sold 3.7% of the position−467.22K shares · 12.15M shares remained
Filing context

Quarter-end price $45.21 · Estimated holding basis $37.75

Q2 2019
Sold 4.7% of the position−618.61K shares · 12.62M shares remained
Filing context

Quarter-end price $44.15 · Estimated holding basis $37.75

Q1 2019
Sold 18.0% of the position−2.90M shares · 13.24M shares remained
Filing context

Quarter-end price $50.43 · Estimated holding basis $37.75

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Bank Of Ny Mellon Corp in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight3.1%Q2 2020
Last reported rank#10of 10 reported positions
Peak portfolio weight14.7%Q3 2014
Best historical rank#3Q3 2014
At peak importanceQ3 2014
BNY
14.7%
Largest holding
21.9%
Cross-investor discovery

Who else owns Bank Of Ny Mellon Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
BNY0.1% of reported portfolio
Joel GreenblattGotham Asset Management
BNY0.0% of reported portfolio
Explore Bank Of Ny Mellon Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$157.662026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.