Clark Capital Management Group’s Bank of New York Mellon BNY Stock Holding History

Clark Capital Management 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	$1.22M	Buy	8,436 +4,407	+109%	+$603K	0.01%	320
2026 Q1	$478K	Buy	4,029 +125	+3%	+$14.9K	﹤0.01%	388
2025 Q4	$453K	Buy	3,904 +887	+29%	+$98.1K	﹤0.01%	372
2025 Q3	$329K	Buy	3,017 +26	+0.9%	+$2.65K	﹤0.01%	380
2025 Q2	$273K	Buy	2,991 +570	+24%	+$48.4K	﹤0.01%	382
2025 Q1	$203K	Buy	+2,421	New	+$203K	﹤0.01%	420
2020 Q1	–	Sell	-474,407	Closed	-$23.9M	–	282
2019 Q4	$23.9M	Buy	+474,407	New	+$22.6M	0.5%	70
2015 Q3	–	Sell	-4,848	Closed	-$203K	–	304
2015 Q2	$203K	Buy	+4,848	New	+$207K	0.02%	315
2015 Q1	–	Sell	-7,837	Closed	-$318K	–	317
2014 Q4	$318K	Sell	7,837 -4,349	-36%	-$170K	0.03%	246
2014 Q3	$472K	Sell	12,186 -2,386	-16%	-$92.8K	0.04%	192
2014 Q2	$546K	Sell	14,572 -1,177	-7%	-$40.7K	0.05%	193
2014 Q1	$556K	Sell	15,749 -1,725	-10%	-$57K	0.05%	169
2013 Q4	$611K	Buy	17,474 +249	+1%	+$8.11K	0.05%	164
2013 Q3	$520K	Buy	+17,225	New	+$528K	0.04%	175

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 $3.38T AUM 44.17% 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

Clark Capital Management Group's BNY Position: Q2 2026 in Review

Clark Capital Management Group increased its Bank of New York Mellon (BNY) stake by 109% in Q2 2026, buying an estimated $603K and bringing the position to 8,436 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #320.

Clark Capital Management Group first reported a position in BNY in Q3 2013 and has held it in 14 quarters since. The position peaked at $23.9M in Q4 2019. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Clark Capital Management Group held 8,436 shares of Bank of New York Mellon worth $1.22M as of Q2 2026.
Clark Capital Management Group bought 4,407 Bank of New York Mellon shares in Q2 2026, an estimated $603K.
Bank of New York Mellon made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #320 holding.
Clark Capital Management Group first reported a position in Bank of New York Mellon in Q3 2013 and has held it in 14 quarters since.
Clark Capital Management Group's Bank of New York Mellon position peaked at $23.9M in Q4 2019.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.