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 Q3	$463K	Hold	3,199	–	–	0.08%	53
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%	-$4.52K	﹤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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cedar Mountain Advisors's BNY Position: Q3 2026 in Review

Cedar Mountain Advisors held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 3,199 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #53.

Cedar Mountain Advisors first reported a position in BNY in Q4 2019 and has held it in 25 quarters since. 1,003 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Cedar Mountain Advisors held 3,199 shares of Bank of New York Mellon worth $463K as of Q3 2026.
Cedar Mountain Advisors left its Bank of New York Mellon share count unchanged in Q3 2026.
Bank of New York Mellon made up 0.08% of Cedar Mountain Advisors's portfolio in Q3 2026, its #53 holding.
Cedar Mountain Advisors first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 25 quarters since.
1,003 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.