Cerity Partners’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 | $21.4M | Buy |
147,683
+10,998
| +8% | +$1.5M | 0.03% | 463 |
|
|
2026
Q1 | $16.2M | Buy |
136,685
+21,838
| +19% | +$2.6M | 0.02% | 509 |
|
|
2025
Q4 | $13.3M | Buy |
114,847
+24,864
| +28% | +$2.75M | 0.02% | 530 |
|
|
2025
Q3 | $9.8M | Buy |
89,983
+12,461
| +16% | +$1.27M | 0.02% | 589 |
|
|
2025
Q2 | $7.06M | Sell |
77,522
-9,013
| -10% | -$765K | 0.01% | 668 |
|
|
2025
Q1 | $7.26M | Buy |
86,535
+25,600
| +42% | +$2.15M | 0.01% | 600 |
|
|
2024
Q4 | $4.58M | Buy |
60,935
+7,953
| +15% | +$615K | 0.01% | 752 |
|
|
2024
Q3 | $3.81M | Buy |
52,982
+19,518
| +58% | +$1.28M | 0.01% | 821 |
|
|
2024
Q2 | $2M | Sell |
33,464
-4,600
| -12% | -$266K | 0.01% | 914 |
|
|
2024
Q1 | $2.19M | Buy |
38,064
+21,456
| +129% | +$1.18M | 0.01% | 931 |
|
|
2023
Q4 | $865K | Sell |
16,608
-118,638
| -88% | -$5.46M | ﹤0.01% | 1042 |
|
|
2023
Q3 | $5.77M | Sell |
135,246
-1,485
| -1% | -$66.2K | 0.03% | 392 |
|
|
2023
Q2 | $6.09M | Buy |
136,731
+121,983
| +827% | +$5.23M | 0.02% | 457 |
|
|
2023
Q1 | $659K | Sell |
14,748
-651
| -4% | -$31.6K | ﹤0.01% | 1159 |
|
|
2022
Q4 | $701K | Buy |
15,399
+4,920
| +47% | +$211K | ﹤0.01% | 801 |
|
|
2022
Q3 | $404K | Buy |
10,479
+377
| +4% | +$16.1K | ﹤0.01% | 789 |
|
|
2022
Q2 | $422K | Buy |
+10,102
| New | +$450K | ﹤0.01% | 803 |
|
|
2021
Q2 | – | Sell |
-4,321
| Closed | -$204K | – | 710 |
|
|
2021
Q1 | $204K | Buy |
+4,321
| New | +$190K | ﹤0.01% | 658 |
|
|
2020
Q1 | – | Sell |
-4,995
| Closed | -$252K | – | 446 |
|
|
2019
Q4 | $252K | Buy |
+4,995
| New | +$238K | 0.01% | 458 |
|
|
2019
Q3 | – | Sell |
-4,784
| Closed | -$211K | – | 477 |
|
|
2019
Q2 | $211K | Sell |
4,784
-1,249
| -21% | -$58.7K | 0.01% | 446 |
|
|
2019
Q1 | $304K | Sell |
6,033
-1,690
| -22% | -$87.1K | 0.02% | 418 |
|
|
2018
Q4 | $364K | Sell |
7,723
-1,148
| -13% | -$55.8K | 0.02% | 372 |
|
|
2018
Q3 | $452K | Buy |
8,871
+233
| +3% | +$12.3K | 0.03% | 348 |
|
|
2018
Q2 | $466K | Sell |
8,638
-4,407
| -34% | -$243K | 0.03% | 343 |
|
|
2018
Q1 | $672K | Sell |
13,045
-108
| -0.8% | -$6.01K | 0.05% | 287 |
|
|
2017
Q4 | $708K | Buy |
13,153
+52
| +0.4% | +$2.77K | 0.05% | 280 |
|
|
2017
Q3 | $695K | Sell |
13,101
-118,703
| -90% | -$6.23M | 0.05% | 276 |
|
|
2017
Q2 | $3.2M | Buy |
131,804
+120,235
| +1,039% | +$5.75M | 0.27% | 79 |
|
|
2017
Q1 | $546K | Buy |
+11,569
| New | +$541K | 0.05% | 246 |
|
Other funds holding BNY
Cerity Partners's BNY Position: Q2 2026 in Review
Cerity Partners increased its Bank of New York Mellon (BNY) stake by 8% in Q2 2026, buying an estimated $1.5M and bringing the position to 147,683 shares worth $21.4M. The position accounts for 0.03% of the portfolio, ranked #463.
Cerity Partners first reported a position in BNY in Q1 2017 and has held it in 29 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Cerity Partners held 147,683 shares of Bank of New York Mellon worth $21.4M as of Q2 2026.
- Cerity Partners bought 10,998 Bank of New York Mellon shares in Q2 2026, an estimated $1.5M.
- Bank of New York Mellon made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #463 holding.
- Cerity Partners first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 29 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.