Clear Creek Financial Management’s Bank of New York Mellon BNY Stock Holding History

Clear Creek Financial Management’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	$621K	Sell	4,296 -230	-5%	-$31.4K	0.04%	365
2026 Q1	$537K	Buy	4,526 +400	+10%	+$47.6K	0.04%	377
2025 Q4	$479K	Sell	4,126 -42	-1%	-$4.65K	0.04%	398
2025 Q3	$454K	Buy	4,168 +238	+6%	+$24.3K	0.04%	385
2025 Q2	$358K	Sell	3,930 -296	-7%	-$25.1K	0.03%	410
2025 Q1	$354K	Sell	4,226 -787	-16%	-$66.1K	0.04%	368
2024 Q4	$385K	Sell	5,013 -436	-8%	-$33.7K	0.04%	337
2024 Q3	$392K	Sell	5,449 -336	-6%	-$22.1K	0.04%	303
2024 Q2	$346K	Sell	5,785 -166	-3%	-$9.61K	0.04%	311
2024 Q1	$343K	Buy	+5,951	New	+$328K	0.04%	304

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

Clear Creek Financial Management's BNY Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Bank of New York Mellon (BNY) stake by 5.1% in Q2 2026, selling an estimated $31.4K and leaving 4,296 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #365.

Clear Creek Financial Management first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Clear Creek Financial Management held 4,296 shares of Bank of New York Mellon worth $621K as of Q2 2026.
Clear Creek Financial Management sold 230 Bank of New York Mellon shares in Q2 2026, an estimated $31.4K.
Bank of New York Mellon made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #365 holding.
Clear Creek Financial Management first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.