Clear Harbor Asset Management’s Bank of New York Mellon BNY Stock Holding History

Clear Harbor Asset 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	$306K	Sell	2,116 -24	-1%	-$3.28K	0.02%	363
2026 Q1	$254K	Buy	2,140 +24	+1%	+$2.85K	0.02%	387
2025 Q4	$246K	Hold	2,116	–	–	0.02%	389
2025 Q3	$231K	Buy	+2,116	New	+$216K	0.02%	379
2020 Q4	–	Sell	-2,439	Closed	-$83.8K	–	361
2020 Q3	$83.8K	Buy	+2,439	New	+$88.8K	0.01%	334
2020 Q1	–	Sell	-3,819	Closed	-$192K	–	326
2019 Q4	$192K	Buy	+3,819	New	+$182K	0.03%	266

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

Clear Harbor Asset Management's BNY Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, selling an estimated $3.28K and leaving 2,116 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #363.

Clear Harbor Asset Management first reported a position in BNY in Q4 2019 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Clear Harbor Asset Management held 2,116 shares of Bank of New York Mellon worth $306K as of Q2 2026.
Clear Harbor Asset Management sold 24 Bank of New York Mellon shares in Q2 2026, an estimated $3.28K.
Bank of New York Mellon made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #363 holding.
Clear Harbor Asset Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 6 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.