Bank of New York Mellon
CARL

Bank of New York Mellon’s Carlsmed CARL Stock Holding History

Bank of New York Mellon’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181K Buy
17,452
+4,347
+33% +$45.7K ﹤0.01% 4164
2026
Q1 		$119K Buy
13,105
+1
+0% +$12 ﹤0.01% 4083
2025
Q4 		$162K Buy
13,104
+1,850
+16% +$24.6K ﹤0.01% 4060
2025
Q3 		$151K Buy
+11,254
New +$154K ﹤0.01% 4065

Other funds holding CARL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Bank of New York Mellon's CARL Position: Q2 2026 in Review

Bank of New York Mellon increased its Carlsmed (CARL) stake by 33% in Q2 2026, buying an estimated $45.7K and bringing the position to 17,452 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #4164.

Bank of New York Mellon first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Bank of New York Mellon held 17,452 shares of Carlsmed worth $181K as of Q2 2026.
  • Bank of New York Mellon bought 4,347 Carlsmed shares in Q2 2026, an estimated $45.7K.
  • Carlsmed made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #4164 holding.
  • Bank of New York Mellon first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.