Bank of New York Mellon
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Bank of New York Mellon’s CSP Inc CSPI Stock Holding History

Bank of New York Mellon’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
45,859
-12,135
-21% -$111K ﹤0.01% 3899
2026
Q1 		$502K Buy
57,994
+204
+0.4% +$2.03K ﹤0.01% 3600
2025
Q4 		$722K Sell
57,790
-26,105
-31% -$320K ﹤0.01% 3423
2025
Q3 		$969K Buy
83,895
+2,296
+3% +$26.9K ﹤0.01% 3228
2025
Q2 		$1.06M Buy
81,599
+14,433
+21% +$208K ﹤0.01% 3099
2025
Q1 		$1.03M Sell
67,166
-1,438
-2% -$24.6K ﹤0.01% 3049
2024
Q4 		$1.1M Buy
68,604
+231
+0.3% +$3.34K ﹤0.01% 3098
2024
Q3 		$888K Buy
68,373
+191
+0.3% +$2.68K ﹤0.01% 3204
2024
Q2 		$1.02M Sell
68,182
-1,470
-2% -$21.9K ﹤0.01% 3195
2024
Q1 		$1.29M Buy
69,652
+15,440
+28% +$247K ﹤0.01% 3015
2023
Q4 		$528K Buy
+54,212
New +$566K ﹤0.01% 3521

Other funds holding CSPI

SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $217M AUM 47.35% 1-Year Est. Return

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

Bank of New York Mellon reduced its CSP Inc (CSPI) stake by 21% in Q2 2026, selling an estimated $111K and leaving 45,859 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

Bank of New York Mellon first reported a position in CSPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2024. 17 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

  • Bank of New York Mellon held 45,859 shares of CSP Inc worth $364K as of Q2 2026.
  • Bank of New York Mellon sold 12,135 CSP Inc shares in Q2 2026, an estimated $111K.
  • CSP Inc made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3899 holding.
  • Bank of New York Mellon first reported a position in CSP Inc in Q4 2023 and has held it in 11 quarters since.
  • Bank of New York Mellon's CSP Inc position peaked at $1.29M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

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