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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.42M Buy
58,256
+2,280
+4% +$312K 0.02% 755
2026
Q1
$6.64M Sell
55,976
-23,858
-30% -$2.84M 0.02% 810
2025
Q4
$9.27M Buy
79,834
+9,798
+14% +$1.08M 0.02% 615
2025
Q3
$7.63M Sell
70,036
-5,174
-7% -$528K 0.02% 697
2025
Q2
$6.85M Sell
75,210
-2,068
-3% -$176K 0.02% 700
2025
Q1
$6.48M Buy
77,278
+4,866
+7% +$409K 0.02% 673
2024
Q4
$5.56M Buy
72,412
+8,480
+13% +$655K 0.02% 747
2024
Q3
$4.59M Buy
63,932
+2,851
+5% +$188K 0.02% 842
2024
Q2
$3.66M Buy
61,081
+745
+1% +$43.1K 0.01% 925
2024
Q1
$3.48M Buy
60,336
+2,766
+5% +$152K 0.01% 953
2023
Q4
$3M Sell
57,570
-7,130
-11% -$328K 0.01% 971
2023
Q3
$2.76M Sell
64,700
-1,106
-2% -$49.3K 0.01% 957
2023
Q2
$2.93M Sell
65,806
-5,978
-8% -$257K 0.01% 941
2023
Q1
$3.26M Buy
71,784
+7,268
+11% +$352K 0.02% 847
2022
Q4
$2.94M Buy
64,516
+2,727
+4% +$117K 0.02% 872
2022
Q3
$2.38M Sell
61,789
-9,220
-13% -$393K 0.01% 941
2022
Q2
$2.96M Buy
71,009
+9,048
+15% +$403K 0.02% 854
2022
Q1
$3.08M Buy
61,961
+2,297
+4% +$131K 0.01% 898
2021
Q4
$3.46M Buy
59,664
+1,501
+3% +$86.3K 0.02% 835
2021
Q3
$3.02M Sell
58,163
-277
-0.5% -$14.4K 0.01% 870
2021
Q2
$2.99M Sell
58,440
-4,087
-7% -$204K 0.01% 897
2021
Q1
$2.96M Buy
62,527
+12,532
+25% +$551K 0.02% 813
2020
Q4
$2.12M Sell
49,995
-4,538
-8% -$174K 0.01% 895
2020
Q3
$1.87M Buy
54,533
+6,004
+12% +$219K 0.01% 837
2020
Q2
$1.88M Sell
48,529
-8,058
-14% -$295K 0.01% 805
2020
Q1
$1.91M Sell
56,587
-2,053
-4% -$86.2K 0.02% 690
2019
Q4
$2.95M Sell
58,640
-81
-0.1% -$3.87K 0.02% 636
2019
Q3
$2.65M Buy
58,721
+4,657
+9% +$207K 0.02% 645
2019
Q2
$2.39M Sell
54,064
-6,221
-10% -$292K 0.02% 655
2019
Q1
$3.04M Buy
60,285
+345
+0.6% +$17.8K 0.03% 557
2018
Q4
$2.82M Buy
59,940
+2,164
+4% +$105K 0.03% 513
2018
Q3
$2.95M Buy
57,776
+1,199
+2% +$63.1K 0.03% 546
2018
Q2
$3.05M Buy
56,577
+6,785
+14% +$374K 0.03% 497
2018
Q1
$2.57M Buy
49,792
+1,171
+2% +$65.1K 0.03% 545
2017
Q4
$2.62M Buy
48,621
+4,551
+10% +$242K 0.03% 498
2017
Q3
$2.34M Buy
44,070
+199
+0.5% +$10.4K 0.03% 490
2017
Q2
$2.24M Buy
+43,871
New +$2.1M 0.03% 468
2016
Q4
– Sell
-36,120
Closed -$1.44M – 1721
2016
Q3
$1.44M Buy
+36,120
New +$1.44M 0.03% 532
2016
Q2
– Sell
-16,740
Closed -$617K – 1607
2016
Q1
$617K Sell
16,740
-3,186
-16% -$116K 0.01% 783
2015
Q4
$821K Buy
+19,926
New +$837K 0.02% 622
2015
Q3
– Sell
-21,417
Closed -$899K – 1485
2015
Q2
$899K Buy
21,417
+446
+2% +$19K 0.02% 545
2015
Q1
$844K Sell
20,971
-1,697
-7% -$66.1K 0.02% 561
2014
Q4
$920K Buy
22,668
+1,935
+9% +$75.7K 0.03% 521
2014
Q3
$803K Buy
20,733
+1,339
+7% +$52.1K 0.02% 592
2014
Q2
$727K Sell
19,394
-928
-5% -$32.1K 0.03% 574
2014
Q1
$717K Buy
20,322
+576
+3% +$19K 0.03% 547
2013
Q4
$690K Buy
19,746
+4,038
+26% +$131K 0.03% 520
2013
Q3
$474K Sell
15,708
-5,114
-25% -$157K 0.02% 650
2013
Q2
$584K Buy
+20,822
New +$598K 0.03% 480

Other funds holding BNY

Cambridge Investment Research Advisors's BNY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bank of New York Mellon (BNY) stake by 4.1% in Q2 2026, buying an estimated $312K and bringing the position to 58,256 shares worth $8.42M. The position accounts for 0.02% of the portfolio, ranked #755.

Cambridge Investment Research Advisors first reported a position in BNY in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.27M in Q4 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cambridge Investment Research Advisors held 58,256 shares of Bank of New York Mellon worth $8.42M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,280 Bank of New York Mellon shares in Q2 2026, an estimated $312K.
  • Bank of New York Mellon made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #755 holding.
  • Cambridge Investment Research Advisors first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Bank of New York Mellon position peaked at $9.27M in Q4 2025.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.