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 Q3	$891K	Sell	6,164 -1,000	-14%	-$157K	0.33%	71
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Caldwell Sutter Capital's BNY Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Bank of New York Mellon (BNY) stake by 14% in Q3 2026, selling an estimated $157K and leaving 6,164 shares worth $891K. The position accounts for 0.33% of the portfolio, ranked #71.

Caldwell Sutter Capital first reported a position in BNY in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Caldwell Sutter Capital held 6,164 shares of Bank of New York Mellon worth $891K as of Q3 2026.
Caldwell Sutter Capital sold 1,000 Bank of New York Mellon shares in Q3 2026, an estimated $157K.
Bank of New York Mellon made up 0.33% of Caldwell Sutter Capital's portfolio in Q3 2026, its #71 holding.
Caldwell Sutter Capital first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Bank of New York Mellon position peaked at $1.04M in Q2 2026.
1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.