Cedar Mountain Advisors’s Bank of New York Mellon BNY Stock Holding History

Cedar Mountain 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	$463K	Hold	3,199	–	–	0.08%	50
2026 Q1	$379K	Buy	3,199 +242	+8%	+$28.8K	0.07%	50
2025 Q4	$343K	Hold	2,957	–	–	0.07%	50
2025 Q3	$322K	Buy	+2,957	New	+$302K	0.06%	53
2024 Q4	–	Sell	-165	Closed	-$11.9K	–	377
2024 Q3	$11.9K	Sell	165 -70	-30%	-$4.6K	﹤0.01%	189
2024 Q2	$14.1K	Sell	235 -72	-23%	-$4.17K	﹤0.01%	167
2024 Q1	$17.7K	Sell	307 -82	-21%	-$4.51K	﹤0.01%	146
2023 Q4	$20.2K	Hold	389	–	–	0.01%	128
2023 Q3	$16.6K	Hold	389	–	–	﹤0.01%	130
2023 Q2	$17.3K	Buy	389 +34	+10%	+$1.46K	﹤0.01%	126
2023 Q1	$16.1K	Buy	355 +41	+13%	+$1.99K	﹤0.01%	126
2022 Q4	$14.3K	Hold	314	–	–	﹤0.01%	130
2022 Q3	$12K	Hold	314	–	–	﹤0.01%	139
2022 Q2	$13K	Hold	314	–	–	﹤0.01%	138
2022 Q1	$16K	Hold	314	–	–	﹤0.01%	137
2021 Q4	$18K	Hold	314	–	–	0.01%	136
2021 Q3	$16K	Sell	314 -15	-5%	-$780	0.01%	133
2021 Q2	$17K	Hold	329	–	–	0.01%	124
2021 Q1	$16K	Hold	329	–	–	0.01%	139
2020 Q4	$14K	Hold	329	–	–	0.01%	147
2020 Q3	$11K	Buy	329 +1	+0.3%	+$36	﹤0.01%	148
2020 Q2	$13K	Buy	328 +61	+23%	+$2.23K	0.01%	124
2020 Q1	$9K	Hold	267	–	–	﹤0.01%	125
2019 Q4	$13K	Buy	+267	New	+$12.7K	0.01%	130

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

Cedar Mountain Advisors's BNY Position: Q2 2026 in Review

Cedar Mountain Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,199 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #50.

Cedar Mountain Advisors first reported a position in BNY in Q4 2019 and has held it in 24 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Cedar Mountain Advisors held 3,199 shares of Bank of New York Mellon worth $463K as of Q2 2026.
Cedar Mountain Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.08% of Cedar Mountain Advisors's portfolio in Q2 2026, its #50 holding.
Cedar Mountain Advisors first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 24 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.