CI
BNY

Cherokee Insurance’s Bank of New York Mellon BNY Stock Holding History

Cherokee Insurance’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 		$2.35M Hold
16,230
– – 0.91% 38
2026
Q1 		$1.93M Hold
16,230
– – 0.73% 39
2025
Q4 		$1.88M Hold
16,230
– – 0.76% 38
2025
Q3 		$1.77M Sell
16,230
-4,000
-20% -$408K 0.76% 40
2025
Q2 		$1.84M Hold
20,230
– – 0.8% 36
2025
Q1 		$1.7M Hold
20,230
– – 0.75% 40
2024
Q4 		$1.55M Buy
+20,230
New +$1.56M 0.7% 42

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherokee Insurance's BNY Position: Q2 2026 in Review

Cherokee Insurance held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 16,230 shares worth $2.35M. The position accounts for 0.91% of the portfolio, ranked #38.

Cherokee Insurance first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cherokee Insurance held 16,230 shares of Bank of New York Mellon worth $2.35M as of Q2 2026.
  • Cherokee Insurance left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.91% of Cherokee Insurance's portfolio in Q2 2026, its #38 holding.
  • Cherokee Insurance first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.