Cornerstone Financial 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
$113K Buy
784
+80
+11% +$10.9K 0.09% 114
2026
Q1
$83.5K Buy
704
+13
+2% +$1.55K 0.08% 115
2025
Q4
$80.2K Buy
+691
New +$76.5K 0.08% 114

Other funds holding BNY

Cornerstone Financial Management's BNY Position: Q2 2026 in Review

Cornerstone Financial Management increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $10.9K and bringing the position to 784 shares worth $113K. The position accounts for 0.09% of the portfolio, ranked #114.

Cornerstone Financial Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cornerstone Financial Management held 784 shares of Bank of New York Mellon worth $113K as of Q2 2026.
  • Cornerstone Financial Management bought 80 Bank of New York Mellon shares in Q2 2026, an estimated $10.9K.
  • Bank of New York Mellon made up 0.09% of Cornerstone Financial Management's portfolio in Q2 2026, its #114 holding.
  • Cornerstone Financial Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.