Certuity’s Bank of New York Mellon BNY Stock Holding History

Certuity’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	$1.79M	Buy	12,395 +392	+3%	+$53.6K	0.09%	123
2026 Q1	$1.42M	Buy	12,003 +1,180	+11%	+$140K	0.09%	126
2025 Q4	$1.26M	Sell	10,823 -1,082	-9%	-$120K	0.08%	143
2025 Q3	$1.3M	Buy	11,905 +824	+7%	+$84K	0.09%	138
2025 Q2	$1.01M	Buy	11,081 +105	+1%	+$8.92K	0.1%	120
2025 Q1	$921K	Buy	10,976 +240	+2%	+$20.2K	0.1%	128
2024 Q4	$825K	Buy	10,736 +897	+9%	+$69.3K	0.09%	128
2024 Q3	$707K	Buy	9,839 +436	+5%	+$28.7K	0.08%	152
2024 Q2	$563K	Buy	9,403 +116	+1%	+$6.71K	0.04%	176
2024 Q1	$535K	Buy	9,287 +315	+4%	+$17.3K	0.05%	173
2023 Q4	$467K	Buy	8,972 +205	+2%	+$9.44K	0.05%	188
2023 Q3	$374K	Buy	8,767 +146	+2%	+$6.5K	0.04%	173
2023 Q2	$384K	Buy	8,621 +92	+1%	+$3.95K	0.04%	174
2023 Q1	$388K	Hold	8,529	–	–	0.06%	132
2022 Q4	$388K	Hold	8,529	–	–	0.06%	127
2022 Q3	$329K	Buy	8,529 +470	+6%	+$20K	0.08%	122
2022 Q2	$336K	Sell	8,059 -2	-0%	-$89	0.09%	134
2022 Q1	$400K	Buy	8,061 +26	+0.3%	+$1.48K	0.09%	160
2021 Q4	$467K	Hold	8,035	–	–	0.1%	140
2021 Q3	$417K	Sell	8,035 -385	-5%	-$20K	0.08%	194
2021 Q2	$431K	Hold	8,420	–	–	0.1%	155
2021 Q1	$398K	Hold	8,420	–	–	0.11%	145
2020 Q4	$357K	Buy	8,420 +385	+5%	+$14.8K	0.11%	132
2020 Q3	$276K	Buy	8,035 +35	+0.4%	+$1.27K	0.11%	135
2020 Q2	$309K	Hold	8,000	–	–	0.14%	109
2020 Q1	$269K	Sell	8,000 -229	-3%	-$9.62K	0.15%	109
2019 Q4	$414K	Buy	+8,229	New	+$393K	0.2%	95

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

Certuity's BNY Position: Q2 2026 in Review

Certuity increased its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, buying an estimated $53.6K and bringing the position to 12,395 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #123.

Certuity first reported a position in BNY in Q4 2019 and has held it in 27 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Certuity held 12,395 shares of Bank of New York Mellon worth $1.79M as of Q2 2026.
Certuity bought 392 Bank of New York Mellon shares in Q2 2026, an estimated $53.6K.
Bank of New York Mellon made up 0.09% of Certuity's portfolio in Q2 2026, its #123 holding.
Certuity first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 27 quarters since.
1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.