Corda Investment Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$74.2M Sell
513,014
-11,733
-2% -$1.6M 4.55% 3
2026
Q1
$62.3M Sell
524,747
-26,623
-5% -$3.17M 4.3% 2
2025
Q4
$64M Sell
551,370
-11,650
-2% -$1.29M 4.66% 2
2025
Q3
$61.3M Sell
563,020
-97,369
-15% -$9.93M 4.32% 2
2025
Q2
$60.2M Sell
660,389
-21,521
-3% -$1.83M 4.43% 2
2025
Q1
$57.2M Sell
681,910
-25,000
-4% -$2.1M 4.55% 2
2024
Q4
$54.3M Sell
706,910
-22,421
-3% -$1.73M 4.34% 1
2024
Q3
$52.4M Sell
729,331
-32,622
-4% -$2.15M 4.09% 2
2024
Q2
$45.6M Sell
761,953
-18,773
-2% -$1.09M 3.71% 5
2024
Q1
$45M Sell
780,726
-30,280
-4% -$1.67M 3.58% 5
2023
Q4
$42.2M Sell
811,006
-15,535
-2% -$715K 3.54% 6
2023
Q3
$35.3M Buy
826,541
+12,418
+2% +$553K 3.2% 11
2023
Q2
$36.2M Buy
814,123
+35,920
+5% +$1.54M 2.84% 12
2023
Q1
$35.4M Buy
778,203
+8,568
+1% +$415K 2.83% 11
2022
Q4
$35M Sell
769,635
-1,567
-0.2% -$67.2K 2.85% 11
2022
Q3
$29.7M Buy
771,202
+21,948
+3% +$936K 2.66% 16
2022
Q2
$31.3M Buy
749,254
+115,094
+18% +$5.13M 2.65% 15
2022
Q1
$31.5M Buy
634,160
+15,760
+3% +$896K 2.44% 16
2021
Q4
$35.9M Sell
618,400
-4,276
-0.7% -$246K 2.82% 12
2021
Q3
$32.3M Buy
622,676
+5,242
+0.8% +$272K 2.81% 9
2021
Q2
$31.6M Buy
617,434
+643
+0.1% +$32.2K 2.72% 11
2021
Q1
$29.2M Buy
616,791
+6,792
+1% +$299K 2.64% 13
2020
Q4
$25.9M Buy
609,999
+84
+0% +$3.23K 2.6% 16
2020
Q3
$20.9M Buy
609,915
+11,603
+2% +$422K 2.28% 21
2020
Q2
$23.1M Buy
598,312
+139,804
+30% +$5.12M 2.66% 15
2020
Q1
$15.4M Buy
458,508
+77,498
+20% +$3.25M 1.93% 27
2019
Q4
$19.2M Buy
381,010
+12,417
+3% +$593K 2.06% 26
2019
Q3
$16.7M Buy
368,593
+39,740
+12% +$1.77M 1.83% 30
2019
Q2
$14.5M Buy
328,853
+94,660
+40% +$4.45M 1.57% 33
2019
Q1
$11.8M Buy
234,193
+8,962
+4% +$462K 1.37% 34
2018
Q4
$10.6M Buy
225,231
+54,933
+32% +$2.67M 1.3% 34
2018
Q3
$8.68M Sell
170,298
-1,988
-1% -$105K 1.03% 38
2018
Q2
$9.29M Sell
172,286
-3,271
-2% -$180K 1.15% 38
2018
Q1
$9.05M Sell
175,557
-7,270
-4% -$404K 1.13% 37
2017
Q4
$9.85M Sell
182,827
-3,293
-2% -$175K 1.18% 36
2017
Q3
$9.87M Sell
186,120
-5,180
-3% -$272K 1.28% 34
2017
Q2
$9.76M Sell
191,300
-2,225
-1% -$106K 1.39% 35
2017
Q1
$9.14M Sell
193,525
-3,004
-2% -$140K 1.37% 34
2016
Q4
$9.31M Sell
196,529
-6,300
-3% -$284K 1.44% 33
2016
Q3
$7.92M Sell
202,829
-6,906
-3% -$276K 1.29% 35
2016
Q2
$8.15M Buy
209,735
+19,665
+10% +$782K 1.3% 32
2016
Q1
$7M Buy
190,070
+47,068
+33% +$1.71M 1.23% 32
2015
Q4
$5.89M Sell
143,002
-3,500
-2% -$147K 1.11% 34
2015
Q3
$5.74M Sell
146,502
-3,792
-3% -$158K 1.11% 34
2015
Q2
$6.31M Sell
150,294
-1,662
-1% -$70.8K 1.18% 34
2015
Q1
$6.12M Sell
151,956
-5,047
-3% -$197K 1.13% 32
2014
Q4
$6.37M Sell
157,003
-6,495
-4% -$254K 1.2% 33
2014
Q3
$6.33M Sell
163,498
-1,341
-0.8% -$52.1K 1.31% 30
2014
Q2
$6.18M Sell
164,839
-1,692
-1% -$58.5K 1.29% 31
2014
Q1
$5.88M Sell
166,531
-1,549
-0.9% -$51.2K 1.45% 28
2013
Q4
$5.87M Sell
168,080
-4,542
-3% -$148K 1.41% 30
2013
Q3
$5.21M Buy
172,622
+436
+0.3% +$13.4K 1.42% 30
2013
Q2
$4.83M Buy
+172,186
New +$4.94M 1.64% 30

Other funds holding BNY

Corda Investment Management's BNY Position: Q2 2026 in Review

Corda Investment Management reduced its Bank of New York Mellon (BNY) stake by 2.2% in Q2 2026, selling an estimated $1.6M and leaving 513,014 shares worth $74.2M. The position accounts for 4.55% of the portfolio, ranked #3.

Corda Investment Management first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Corda Investment Management held 513,014 shares of Bank of New York Mellon worth $74.2M as of Q2 2026.
  • Corda Investment Management sold 11,733 Bank of New York Mellon shares in Q2 2026, an estimated $1.6M.
  • Bank of New York Mellon made up 4.55% of Corda Investment Management's portfolio in Q2 2026, its #3 holding.
  • Corda Investment Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.