Caldwell Sutter Capital’s Bank of New York Mellon BNY Stock Holding History

Caldwell Sutter Capital’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	$1.04M	Sell	7,164 -779	-10%	-$107K	0.39%	64
2026 Q1	$942K	Hold	7,943	–	–	0.38%	73
2025 Q4	$922K	Hold	7,943	–	–	0.39%	71
2025 Q3	$865K	Hold	7,943	–	–	0.37%	72
2025 Q2	$724K	Hold	7,943	–	–	0.33%	84
2025 Q1	$666K	Hold	7,943	–	–	0.32%	87
2024 Q4	$610K	Hold	7,943	–	–	0.28%	97
2024 Q3	$571K	Hold	7,943	–	–	0.27%	103
2024 Q2	$476K	Hold	7,943	–	–	0.24%	112
2024 Q1	$458K	Hold	7,943	–	–	0.22%	117
2023 Q4	$413K	Hold	7,943	–	–	0.21%	117
2023 Q3	$339K	Hold	7,943	–	–	0.19%	125
2023 Q2	$354K	Buy	+7,943	New	+$341K	0.19%	126

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Sutter Capital's BNY Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Bank of New York Mellon (BNY) stake by 9.8% in Q2 2026, selling an estimated $107K and leaving 7,164 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #64.

Caldwell Sutter Capital first reported a position in BNY in Q2 2023 and has held it in 13 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Caldwell Sutter Capital held 7,164 shares of Bank of New York Mellon worth $1.04M as of Q2 2026.
Caldwell Sutter Capital sold 779 Bank of New York Mellon shares in Q2 2026, an estimated $107K.
Bank of New York Mellon made up 0.39% of Caldwell Sutter Capital's portfolio in Q2 2026, its #64 holding.
Caldwell Sutter Capital first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 13 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.