Cary Street Partners Investment Advisory’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
$212K Buy
1,469
+202
+16% +$27.6K 0.04% 363
2026
Q1
$150K Buy
1,267
+224
+21% +$26.6K 0.04% 397
2025
Q4
$121K Buy
1,043
+60
+6% +$6.64K 0.03% 403
2025
Q3
$107K Buy
983
+155
+19% +$15.8K 0.04% 354
2025
Q2
$75.4K Buy
828
+100
+14% +$8.49K 0.04% 356
2025
Q1
$61.1K Buy
728
+283
+64% +$23.8K 0.04% 346
2024
Q4
$34.2K Sell
445
-27,193
-98% -$2.1M 0.02% 354
2024
Q3
$1.99M Buy
27,638
+69
+0.3% +$4.54K 0.07% 269
2024
Q2
$1.65M Buy
27,569
+306
+1% +$17.7K 0.07% 280
2024
Q1
$1.57M Buy
27,263
+55
+0.2% +$3.03K 0.07% 279
2023
Q4
$1.42M Buy
27,208
+65
+0.2% +$2.99K 0.07% 275
2023
Q3
$1.16M Buy
27,143
+130
+0.5% +$5.79K 0.06% 285
2023
Q2
$1.2M Hold
27,013
0.08% 238
2023
Q1
$1.23M Sell
27,013
-199
-0.7% -$9.65K 0.09% 221
2022
Q4
$1.24M Hold
27,212
0.09% 209
2022
Q3
$1.05M Hold
27,212
0.09% 216
2022
Q2
$1.14M Buy
+27,212
New +$1.21M 0.1% 199
2020
Q4
Sell
-818
Closed -$28K 408
2020
Q3
$28K Buy
+818
New +$29.8K 0.01% 585

Other funds holding BNY

Cary Street Partners Investment Advisory's BNY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,469 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #363.

Cary Street Partners Investment Advisory first reported a position in BNY in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.99M in Q3 2024. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,469 shares of Bank of New York Mellon worth $212K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 202 Bank of New York Mellon shares in Q2 2026, an estimated $27.6K.
  • Bank of New York Mellon made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #363 holding.
  • Cary Street Partners Investment Advisory first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Bank of New York Mellon position peaked at $1.99M in Q3 2024.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.