Clarity Capital Partners’s Bank of New York Mellon BNY Stock Holding History

Clarity Capital Partners’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
2025 Q2	$401K	Sell	4,400 -87	-2%	-$7.39K	0.14%	68
2025 Q1	$376K	Sell	4,487 -12	-0.3%	-$1.01K	0.15%	72
2024 Q4	$346K	Buy	4,499 +87	+2%	+$6.72K	0.18%	86
2024 Q3	$317K	Sell	4,412 -15	-0.3%	-$987	0.19%	87
2024 Q2	$265K	Buy	4,427 +27	+0.6%	+$1.56K	0.16%	98
2024 Q1	$254K	Hold	4,400	–	–	0.17%	103
2023 Q4	$229K	Buy	+4,400	New	+$203K	0.16%	108

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Clarity Capital Partners's BNY Position: Q2 2025 in Review

Clarity Capital Partners reduced its Bank of New York Mellon (BNY) stake by 1.9% in Q2 2025, selling an estimated $7.39K and leaving 4,400 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #68.

Clarity Capital Partners first reported a position in BNY in Q4 2023 and has held it in 7 quarters since. 1,553 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Clarity Capital Partners held 4,400 shares of Bank of New York Mellon worth $401K as of Q2 2025.
Clarity Capital Partners sold 87 Bank of New York Mellon shares in Q2 2025, an estimated $7.39K.
Bank of New York Mellon made up 0.14% of Clarity Capital Partners's portfolio in Q2 2025, its #68 holding.
Clarity Capital Partners first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 7 quarters since.
1,553 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.