CPIG
BNY

Chicago Partners Investment Group’s Bank of New York Mellon BNY Stock Holding History

Chicago Partners Investment Group’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 		$2.12M Buy
13,256
+4,101
+45% +$561K 0.04% 346
2026
Q1 		$1.24M Buy
9,155
+1,750
+24% +$208K 0.03% 464
2025
Q4 		$871K Buy
7,405
+720
+11% +$79.7K 0.02% 513
2025
Q3 		$725K Buy
6,685
+1,509
+29% +$154K 0.02% 532
2025
Q2 		$516K Buy
5,176
+1,228
+31% +$104K 0.01% 589
2025
Q1 		$331K Buy
+3,948
New +$332K 0.01% 652
2017
Q4 		– Sell
-347
Closed -$18K – 878
2017
Q3 		$18K Buy
+347
New +$18.2K ﹤0.01% 646

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's BNY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Bank of New York Mellon (BNY) stake by 45% in Q2 2026, buying an estimated $561K and bringing the position to 13,256 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #346.

Chicago Partners Investment Group first reported a position in BNY in Q3 2017 and has held it in 7 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Chicago Partners Investment Group held 13,256 shares of Bank of New York Mellon worth $2.12M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,101 Bank of New York Mellon shares in Q2 2026, an estimated $561K.
  • Bank of New York Mellon made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #346 holding.
  • Chicago Partners Investment Group first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 7 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.