Skip to content
Disclosery

Westchester Capital Management, Inc.: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, Inc. on BNY, newest first. How the timeline and the estimate are built.

Westchester Capital Management, Inc. held 176,255 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,255 shares
    Change vs previous 13F -8,466 shares

    4.59% of the 13F portfolio, value $25,488,236.

    13F-HR 0001104659-26-085982 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,721 shares
    Change vs previous 13F +12,072 shares

    4.41% of the 13F portfolio, value $21,913,452.

    13F-HR 0001104659-26-056078 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 172,649 shares
    Change vs previous 13F -4,505 shares

    4.14% of the 13F portfolio, value $20,042,822.

    13F-HR 0001104659-26-014458 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,154 shares
    Change vs previous 13F -5,458 shares

    4.15% of the 13F portfolio, value $19,302,700.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 182,612 shares
    Change vs previous 13F -528 shares

    3.92% of the 13F portfolio, value $16,637,779.

    13F-HR 0001104659-25-070873 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,140 shares
    Change vs previous 13F -792 shares

    3.82% of the 13F portfolio, value $15,359,952.

    13F-HR 0001104659-25-046340 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 183,932 shares
    Change vs previous 13F -7,041 shares

    3.55% of the 13F portfolio, value $14,131,496.

    13F-HR 0001104659-25-010664 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 190,973 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $13,723,320.

    13F-HR 0001104659-24-113492 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).