CIA
BNY

Caerus Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Caerus Investment Advisors’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 		$295K Buy
2,040
+187
+10% +$25.6K 0.1% 210
2026
Q1 		$220K Sell
1,853
-1,525
-45% -$181K 0.09% 225
2025
Q4 		$392K Buy
3,378
+1,154
+52% +$128K 0.13% 180
2025
Q3 		$242K Buy
+2,224
New +$227K 0.1% 238

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

Caerus Investment Advisors's BNY Position: Q2 2026 in Review

Caerus Investment Advisors increased its Bank of New York Mellon (BNY) stake by 10% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,040 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #210.

Caerus Investment Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $392K in Q4 2025. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Caerus Investment Advisors held 2,040 shares of Bank of New York Mellon worth $295K as of Q2 2026.
  • Caerus Investment Advisors bought 187 Bank of New York Mellon shares in Q2 2026, an estimated $25.6K.
  • Bank of New York Mellon made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • Caerus Investment Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Bank of New York Mellon position peaked at $392K in Q4 2025.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.