Cornerstone Planning Group’s Bank of New York Mellon BNY Stock Holding History

Cornerstone Planning Group’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	$91.1K	Sell	568 -18	-3%	-$2.46K	0.01%	265
2026 Q1	$77.6K	Buy	586 +79	+16%	+$9.39K	0.01%	288
2025 Q4	$60.2K	Sell	507 -4	-0.8%	-$443	0.01%	302
2025 Q3	$55.2K	Buy	511 +216	+73%	+$22K	0.01%	317
2025 Q2	$29.7K	Sell	295 -97	-25%	-$8.24K	0.01%	338
2025 Q1	$30.5K	Buy	392 +196	+100%	+$16.5K	0.01%	319
2024 Q4	$16.8K	Sell	196 -9	-4%	-$696	﹤0.01%	336
2024 Q3	$15.7K	Buy	205 +5	+3%	+$329	﹤0.01%	342
2024 Q2	$12.3K	Sell	200 -29	-13%	-$1.68K	﹤0.01%	394
2024 Q1	$13.1K	Sell	229 -15	-6%	-$826	﹤0.01%	361
2023 Q4	$12.7K	Buy	244 +59	+32%	+$2.72K	﹤0.01%	390
2023 Q3	$7.89K	Sell	185 -341	-65%	-$15.2K	﹤0.01%	467
2023 Q2	$23.4K	Buy	+526	New	+$22.6K	0.01%	400
2022 Q4	$33K	Buy	+674	New	+$28.9K	0.01%	333

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

Cornerstone Planning Group's BNY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Bank of New York Mellon (BNY) stake by 3.1% in Q2 2026, selling an estimated $2.46K and leaving 568 shares worth $91.1K. The position accounts for 0.01% of the portfolio, ranked #265.

Cornerstone Planning Group first reported a position in BNY in Q4 2022 and has held it in 14 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Cornerstone Planning Group held 568 shares of Bank of New York Mellon worth $91.1K as of Q2 2026.
Cornerstone Planning Group sold 18 Bank of New York Mellon shares in Q2 2026, an estimated $2.46K.
Bank of New York Mellon made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #265 holding.
Cornerstone Planning Group first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 14 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.