CIA
BNY

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

Capital 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 		$414K Buy
2,864
+63
+2% +$8.61K 0.01% 566
2026
Q1 		$332K Sell
2,801
-24
-0.8% -$2.85K ﹤0.01% 590
2025
Q4 		$328K Buy
2,825
+75
+3% +$8.3K 0.01% 578
2025
Q3 		$300K Buy
2,750
+26
+1% +$2.65K ﹤0.01% 589
2025
Q2 		$248K Sell
2,724
-1,050
-28% -$89.2K ﹤0.01% 614
2025
Q1 		$317K Buy
3,774
+962
+34% +$80.8K 0.01% 536
2024
Q4 		$216K Buy
+2,812
New +$217K ﹤0.01% 599

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 $3.38T AUM 44.17% 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

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

Capital Investment Advisors increased its Bank of New York Mellon (BNY) stake by 2.2% in Q2 2026, buying an estimated $8.61K and bringing the position to 2,864 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #566.

Capital Investment Advisors first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Capital Investment Advisors held 2,864 shares of Bank of New York Mellon worth $414K as of Q2 2026.
  • Capital Investment Advisors bought 63 Bank of New York Mellon shares in Q2 2026, an estimated $8.61K.
  • Bank of New York Mellon made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #566 holding.
  • Capital Investment Advisors first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.