CIA
BNY

Concurrent Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Concurrent Investment 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 		$3.57M Sell
24,689
-316
-1% -$43.2K 0.03% 530
2026
Q1 		$2.97M Sell
25,005
-26,263
-51% -$3.12M 0.03% 490
2025
Q4 		$5.95M Buy
51,268
+25,677
+100% +$2.84M 0.07% 287
2025
Q3 		$2.79M Sell
25,591
-5,752
-18% -$587K 0.05% 377
2025
Q2 		$2.86M Sell
31,343
-3,719
-11% -$316K 0.06% 339
2025
Q1 		$2.94M Sell
35,062
-5,694
-14% -$479K 0.07% 286
2024
Q4 		$3.13M Buy
40,756
+33,546
+465% +$2.59M 0.08% 240
2024
Q3 		$518K Sell
7,210
-955
-12% -$62.8K 0.02% 610
2024
Q2 		$489K Buy
8,165
+696
+9% +$40.3K 0.02% 592
2024
Q1 		$430K Buy
7,469
+548
+8% +$30.2K 0.02% 585
2023
Q4 		$360K Buy
+6,921
New +$319K 0.02% 592

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's BNY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 1.3% in Q2 2026, selling an estimated $43.2K and leaving 24,689 shares worth $3.57M. The position accounts for 0.03% of the portfolio, ranked #530.

Concurrent Investment Advisors first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.95M in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Concurrent Investment Advisors held 24,689 shares of Bank of New York Mellon worth $3.57M as of Q2 2026.
  • Concurrent Investment Advisors sold 316 Bank of New York Mellon shares in Q2 2026, an estimated $43.2K.
  • Bank of New York Mellon made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #530 holding.
  • Concurrent Investment Advisors first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Bank of New York Mellon position peaked at $5.95M in Q4 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.