CWA Asset Management Group Boosts Stake in Bank of New York Mellon

Investment firm increases holdings in financial services giant by over 1,400%

Mar. 21, 2026 at 9:04am

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CWA Asset Management Group LLC significantly increased its stake in The Bank of New York Mellon Corporation (NYSE:BK) during the fourth quarter, according to a recent 13F filing with the Securities and Exchange Commission. The investment firm raised its holdings in the bank's stock by 1,453.7%, now owning 66,622 shares worth approximately $7.7 million.

Why it matters

The Bank of New York Mellon is a major global financial services company that provides custody, asset servicing, and other key infrastructure solutions to institutional clients worldwide. CWA Asset Management Group's substantial increase in its BNY Mellon holdings suggests the investment firm sees significant value and growth potential in the bank's business.

The details

According to the 13F filing, CWA Asset Management Group purchased an additional 62,334 shares of BNY Mellon stock during the fourth quarter, bringing its total position to 66,622 shares. This represents a 1,453.7% increase in the firm's holdings compared to the prior quarter. CWA Asset Management Group is now one of BNY Mellon's larger institutional investors, with its stake valued at around $7.7 million as of the end of 2025.

  • CWA Asset Management Group filed its 13F report for the fourth quarter of 2025 on March 21, 2026.

The players

CWA Asset Management Group LLC

An investment management firm that provides portfolio management and advisory services to institutional and individual clients.

The Bank of New York Mellon Corporation

A global financial services company that provides custody, asset servicing, and other infrastructure solutions to institutional clients worldwide.

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The takeaway

CWA Asset Management Group's significant increase in its Bank of New York Mellon holdings suggests the investment firm sees strong growth potential in the financial services giant's business. This move highlights the continued institutional investor interest in BNY Mellon as a leading provider of critical infrastructure solutions to the global financial system.