CMBA
BNY

C.M. Bidwell & Associates’s Bank of New York Mellon BNY Stock Holding History

C.M. Bidwell & Associates’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654K Buy
4,521
+595
+15% +$81.4K 0.27% 61
2026
Q1 		$466K Sell
3,926
-23
-0.6% -$2.73K 0.22% 65
2025
Q4 		$458K Sell
3,949
-134
-3% -$14.8K 0.22% 66
2025
Q3 		$445K Sell
4,083
-307
-7% -$31.3K 0.21% 70
2025
Q2 		$400K Sell
4,390
-220
-5% -$18.7K 0.21% 73
2025
Q1 		$387K Sell
4,610
-99
-2% -$8.32K 0.23% 71
2024
Q4 		$362K Sell
4,709
-70
-1% -$5.41K 0.22% 75
2024
Q3 		$343K Sell
4,779
-115
-2% -$7.56K 0.21% 78
2024
Q2 		$293K Sell
4,894
-14
-0.3% -$810 0.2% 83
2024
Q1 		$283K Buy
+4,908
New +$270K 0.19% 94
2020
Q4 		– Sell
-1,455
Closed -$50K – 483
2020
Q3 		$50K Sell
1,455
-1,030
-41% -$37.5K 0.05% 264
2020
Q2 		$96K Buy
+2,485
New +$90.9K 0.09% 213
2018
Q3 		– Sell
-555
Closed -$30K – 392
2018
Q2 		$30K Buy
+555
New +$30.6K 0.03% 277
2017
Q1 		– Sell
-43,265
Closed -$2.05M – 229
2016
Q4 		$2.05M Buy
+43,265
New +$1.95M 0.48% 80
2016
Q3 		– Sell
-85,345
Closed -$3.32M – 260
2016
Q2 		$3.32M Buy
+85,345
New +$3.39M 0.82% 76
2016
Q1 		– Sell
-96,610
Closed -$3.98M – 260
2015
Q4 		$3.98M Sell
96,610
-270
-0.3% -$11.3K 0.95% 51
2015
Q3 		$3.79M Buy
96,880
+84,390
+676% +$3.51M 0.93% 49
2015
Q2 		$524K Buy
+12,490
New +$532K 0.12% 106

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

C.M. Bidwell & Associates's BNY Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Bank of New York Mellon (BNY) stake by 15% in Q2 2026, buying an estimated $81.4K and bringing the position to 4,521 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #61.

C.M. Bidwell & Associates first reported a position in BNY in Q2 2015 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2015. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • C.M. Bidwell & Associates held 4,521 shares of Bank of New York Mellon worth $654K as of Q2 2026.
  • C.M. Bidwell & Associates bought 595 Bank of New York Mellon shares in Q2 2026, an estimated $81.4K.
  • Bank of New York Mellon made up 0.27% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #61 holding.
  • C.M. Bidwell & Associates first reported a position in Bank of New York Mellon in Q2 2015 and has held it in 18 quarters since.
  • C.M. Bidwell & Associates's Bank of New York Mellon position peaked at $3.98M in Q4 2015.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.