CM Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

CM Wealth Advisors’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	$477K	Buy	3,301 +1,220	+59%	+$167K	0.09%	101
2026 Q1	$247K	Buy	+2,081	New	+$247K	0.05%	124
2025 Q4	–	Sell	-5,000	Closed	-$545K	–	139
2025 Q3	$545K	Hold	5,000	–	–	0.14%	53
2025 Q2	$456K	Hold	5,000	–	–	0.13%	55
2025 Q1	$419K	Hold	5,000	–	–	0.13%	59
2024 Q4	$384K	Hold	5,000	–	–	0.13%	58
2024 Q3	$359K	Buy	+5,000	New	+$329K	0.12%	63
2024 Q1	–	Sell	-5,000	Closed	-$260K	–	185
2023 Q4	$260K	Hold	5,000	–	–	0.11%	65
2023 Q3	$232K	Buy	+5,000	New	+$223K	0.09%	74
2023 Q2	–	Sell	-5,000	Closed	-$209K	–	191
2023 Q1	$209K	Sell	5,000 -1	-0%	-$48	0.04%	362
2022 Q4	$696K	Buy	+5,001	New	+$214K	0.36%	31
2022 Q3	–	Sell	-5,000	Closed	-$209K	–	68
2022 Q2	$209K	Buy	+5,000	New	+$223K	0.13%	69

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

CM Wealth Advisors's BNY Position: Q2 2026 in Review

CM Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 59% in Q2 2026, buying an estimated $167K and bringing the position to 3,301 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #101.

CM Wealth Advisors first reported a position in BNY in Q2 2022 and has held it in 12 quarters since. The position peaked at $696K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

CM Wealth Advisors held 3,301 shares of Bank of New York Mellon worth $477K as of Q2 2026.
CM Wealth Advisors bought 1,220 Bank of New York Mellon shares in Q2 2026, an estimated $167K.
Bank of New York Mellon made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #101 holding.
CM Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2022 and has held it in 12 quarters since.
CM Wealth Advisors's Bank of New York Mellon position peaked at $696K in Q4 2022.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.