BK · THE BANK OF NEW YORK MELLON CORP

Back to holdings

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics.

Close · 3M

+18.16%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals3

Win rate100% (3/3)

Avg buy return+8.02%

QRFTno longer held1 signal

QRFT · Exit · 1d

QRFT’s AI models executed a swift, complete removal of BK from the portfolio on May 20th, 2026, following several days of maintaining a 0.20% allocation. This decisive exit occurred as THE BANK OF NEW YORK MELLON CORP reached $137.16, trading at 99% of its 52-week high after delivering a 63.4% return over the past year. Despite BK’s significant 284.56% revenue growth and 13.48% ROE, the AI, leveraging its blend of traditional factors like value, momentum, quality, and low-volatility with proprietary alternative-data overlays, likely determined the stock’s valuation or future return potential no longer aligned with the broad large-cap core fund’s criteria at this elevated price level. The weekly rebalancing mechanism within QRFT's strategy facilitates such rapid adjustments when the AI identifies a specific threshold has been crossed for a constituent.

weight 0.200% → 0 (exited)·stock down 0.6% in the 30 days before

May 20·entry $137.16·now $142.59

+3.96%

since May 20

AMOMno longer held10 signals

AMOM · Exit · 1d

The AI ETF likely removed BK due to concerns about the sustainability of its exceptionally high revenue growth, interpreting this hyper-growth as a potential indicator of future volatility or a deviation from its stability criteria. The phased reduction in weight suggests a data-driven risk management decision, not a response to a sudden negative event. Retail investors should learn that AI models prioritize long-term stability and risk-adjusted returns, often de-risking from companies with potentially unsustainable hyper-growth rather than chasing it blindly. It emphasizes the importance of understanding the quality and sustainability of growth, not just its magnitude.

weight 1.520% → 0 (exited)·stock up 8.0% in the 30 days before

May 4·entry $131.88·now $142.59

+8.12%

since May 4

AMOM · Weight decrease · 3d

The AI-managed ETF is likely reducing its weight in BK due to concerns over the sustainability of its impressive revenue growth, potentially identifying it as a one-off event or reacting to other hidden negative financial indicators. For retail investors, this serves as a crucial reminder not to solely rely on headline figures, urging a deeper dive into financial statements and sector outlook to truly assess a company's long-term health and avoid potential traps. This suggests caution and a need for comprehensive due diligence before making investment decisions.

weight 1.550% → 1.520% (-0.030 pp)·stock up 10.6% in the 30 days before

May 1·entry $133.78·now $142.59

+6.59%

since May 1

AMOM · Weight decrease · 2d

The AI ETF likely initiated this consecutive weight decrease for BK due to concerns about the sustainability of its exceptionally high revenue growth, possibly identifying it as a non-recurring event or sensing other underlying risks not fully captured by its solid ROE. For retail investors, this pattern underscores the importance of scrutinizing the drivers and sustainability of growth beyond headline figures, as AI models often prioritize future-looking quality over past exceptional, potentially anomalous, performance.

weight 1.550% → 1.530% (-0.020 pp)·stock up 13.3% in the 30 days before

Apr 30·entry $134.37·now $142.59

+6.12%

since Apr 30

AMOM · Weight decrease · 3d

The AI ETF likely initiated the consecutive weight decrease for BK due to concerns about the sustainability of its exceptionally high revenue growth, anticipating a future normalization that could impact its valuation. For retail investors, this highlights the importance of scrutinizing the drivers behind outlier financial metrics to determine if such performance is sustainable, rather than solely reacting to headline numbers.

weight 1.630% → 1.540% (-0.090 pp)·stock up 13.6% in the 30 days before

Apr 24·entry $134.05·now $142.59

+6.37%

since Apr 24

AMOM · Weight decrease · 2d

weight 1.630% → 1.580% (-0.050 pp)·stock up 14.9% in the 30 days before

Apr 23·entry $135.42·now $142.59

+5.29%

since Apr 23

AMOM · Weight increase · 2d

weight 1.570% → 1.630% (+0.060 pp)·stock up 20.0% in the 30 days before

Apr 21·entry $137.92·now $142.59Drifting

+3.39%

since Apr 21

AMOM · Weight increase · 2d

weight 1.550% → 1.600% (+0.050 pp)·stock up 17.8% in the 30 days before

Apr 18·entry $135.37·now $142.59Drifting

+5.33%

since Apr 18

AMOM · Weight decrease · 3d

weight 1.620% → 1.560% (-0.060 pp)·stock up 8.9% in the 30 days before

Apr 10·entry $127.56·now $142.59

+11.78%

since Apr 10

AMOM · Weight decrease · 2d

weight 1.620% → 1.580% (-0.040 pp)·stock up 11.4% in the 30 days before

Apr 9·entry $128.58·now $142.59

+10.90%

since Apr 9

AMOM · Weight increase · 2d

weight 1.490% → 1.620% (+0.130 pp)·stock up 5.9% in the 30 days before

Apr 6·entry $123.63·now $142.59Chased

+15.34%

since Apr 6

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 2

AI ETFs AMOM and QRFT currently hold BNY Mellon, with AMOM showing a recent trend of slight weight decrease after some prior increases. This contrasts with a Buffett-style analysis which yields a 'Fail' verdict, primarily due to insufficient data to confirm key financial health criteria, specifically the long-term average return on equity.

Circle of CompetenceThe core business of asset servicing and custody banking tends to have predictable fee-based revenues and sticky client relationships, allowing for reasonable projection of unit economics over a decade despite regulatory complexity.
Economic MoatBNY Mellon benefits from substantial switching costs for large institutional clients, a formidable brand reputation in asset servicing, and the sheer scale required to operate globally in this highly regulated industry.
ManagementThe provided data does not offer sufficient insight into management's candor, capital allocation track record, or skin in the game.
Financial HealthThe single provided ROE of 12.66% does not meet the explicit '10-year average ROE >= 15%' criterion, and insufficient data prevents assessment of other financial health metrics like owner earnings and debt levels.
Margin of SafetyThe provided financial metrics are insufficient to calculate or infer a conservative estimate of intrinsic value and thus assess a margin of safety.

While BNY Mellon operates within a discernible circle of competence and exhibits a durable economic moat, a comprehensive assessment is hindered by a lack of detailed information regarding management and margin of safety. Critically, the limited financial data, particularly the reported ROE of 12.66%, falls short of the framework's strict profitability criteria, leading to a 'Fail' verdict for the investment thesis.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.