Clean Yield Group’s Bank of New York Mellon BNY Stock Holding History

Clean Yield 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	$132K	Hold	916	–	–	0.03%	180
2026 Q1	$109K	Sell	916 -136	-13%	-$16.2K	0.03%	177
2025 Q4	$122K	Hold	1,052	–	–	0.03%	164
2025 Q3	$115K	Hold	1,052	–	–	0.03%	161
2025 Q2	$95.8K	Hold	1,052	–	–	0.03%	173
2025 Q1	$88.2K	Hold	1,052	–	–	0.03%	184
2024 Q4	$80.8K	Hold	1,052	–	–	0.03%	194
2024 Q3	$75.6K	Buy	1,052 +219	+26%	+$14.4K	0.02%	200
2024 Q2	$49.9K	Hold	833	–	–	0.02%	228
2024 Q1	$48K	Hold	833	–	–	0.02%	240
2023 Q4	$43.4K	Hold	833	–	–	0.02%	245
2023 Q3	$35.1K	Hold	833	–	–	0.02%	252
2023 Q2	$37.1K	Hold	833	–	–	0.02%	260
2023 Q1	$37.9K	Hold	833	–	–	0.02%	256
2022 Q4	$37.9K	Sell	833 -1,300	-61%	-$55.8K	0.02%	249
2022 Q3	$82K	Hold	2,133	–	–	0.04%	191
2022 Q2	$89K	Hold	2,133	–	–	0.04%	194
2022 Q1	$106K	Hold	2,133	–	–	0.04%	193
2021 Q4	$124K	Hold	2,133	–	–	0.04%	192
2021 Q3	$111K	Buy	2,133 +783	+58%	+$40.7K	0.04%	199
2021 Q2	$69K	Buy	+1,350	New	+$67.5K	0.02%	231
2021 Q1	–	Sell	-1,300	Closed	-$55K	–	181
2020 Q4	$55K	Hold	1,300	–	–	0.02%	245
2020 Q3	$45K	Hold	1,300	–	–	0.02%	230
2020 Q2	$50K	Sell	1,300 -135	-9%	-$4.94K	0.02%	216
2020 Q1	$48K	Buy	1,435 +135	+10%	+$5.67K	0.02%	203
2019 Q4	$65K	Buy	+1,300	New	+$62K	0.02%	208
2017 Q2	–	Sell	-1,603	Closed	-$76K	–	152
2017 Q1	$76K	Buy	+1,603	New	+$75K	0.03%	162
2016 Q3	–	Sell	-94	Closed	-$4K	–	320
2016 Q2	$4K	Buy	+94	New	+$3.74K	﹤0.01%	277

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

Clean Yield Group's BNY Position: Q2 2026 in Review

Clean Yield Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 916 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #180.

Clean Yield Group first reported a position in BNY in Q2 2016 and has held it in 28 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Clean Yield Group held 916 shares of Bank of New York Mellon worth $132K as of Q2 2026.
Clean Yield Group left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Clean Yield Group's portfolio in Q2 2026, its #180 holding.
Clean Yield Group first reported a position in Bank of New York Mellon in Q2 2016 and has held it in 28 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.