Cornerstone Planning Group
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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
Q3 		– Sell
-568
Closed -$91.1K – 348
2026
Q2 		$91.1K Sell
568
-18
-3% -$2.46K 0.01% 265
2026
Q1 		$77.6K Buy
586
+79
+16% +$9.4K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cornerstone Planning Group's BNY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Bank of New York Mellon (BNY) in Q3 2026, closing a stake of 568 shares — an estimated $91.1K sold.

Cornerstone Planning Group first reported a position in BNY in Q4 2022 and held it in 14 quarters. The position peaked at $91.1K in Q2 2026. 523 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Bank of New York Mellon position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 568 Bank of New York Mellon shares in Q3 2026, an estimated $91.1K.
  • Cornerstone Planning Group first reported a position in Bank of New York Mellon in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Bank of New York Mellon position peaked at $91.1K in Q2 2026.
  • 523 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.