Bank of New York Mellon
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Bank of New York Mellon’s Sera Prognostics SERA Stock Holding History

Bank of New York Mellon’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Hold
60,927
– – ﹤0.01% 4194
2026
Q1 		$124K Sell
60,927
-14,340
-19% -$36.9K ﹤0.01% 4078
2025
Q4 		$222K Hold
75,267
– – ﹤0.01% 3982
2025
Q3 		$230K Sell
75,267
-1,490
-2% -$4.24K ﹤0.01% 3961
2025
Q2 		$213K Sell
76,757
-58,825
-43% -$146K ﹤0.01% 3960
2025
Q1 		$499K Buy
135,582
+4,670
+4% +$23.8K ﹤0.01% 3437
2024
Q4 		$1.07M Buy
130,912
+250
+0.2% +$1.84K ﹤0.01% 3120
2024
Q3 		$1.02M Sell
130,662
-20,046
-13% -$146K ﹤0.01% 3132
2024
Q2 		$892K Buy
150,708
+75,441
+100% +$674K ﹤0.01% 3269
2024
Q1 		$685K Sell
75,267
-11,388
-13% -$90.2K ﹤0.01% 3351
2023
Q4 		$518K Buy
86,655
+73,658
+567% +$214K ﹤0.01% 3531
2023
Q3 		$24.2K Hold
12,997
– – ﹤0.01% 4234
2023
Q2 		$42.8K Hold
12,997
– – ﹤0.01% 4199
2023
Q1 		$49.8K Buy
+12,997
New +$34.1K ﹤0.01% 4199
2022
Q2 		– Sell
-11,659
Closed -$44K – 4684
2022
Q1 		$44K Hold
11,659
– – ﹤0.01% 4540
2021
Q4 		$80K Buy
+11,659
New +$117K ﹤0.01% 4439

Other funds holding SERA

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bank of New York Mellon held its Sera Prognostics (SERA) position steady in Q2 2026 at 60,927 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

Bank of New York Mellon first reported a position in SERA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2024. 20 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Bank of New York Mellon held 60,927 shares of Sera Prognostics worth $111K as of Q2 2026.
  • Bank of New York Mellon left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #4194 holding.
  • Bank of New York Mellon first reported a position in Sera Prognostics in Q4 2021 and has held it in 16 quarters since.
  • Bank of New York Mellon's Sera Prognostics position peaked at $1.07M in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

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