CWG
BNY

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

Cornerstone Wealth 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 		$468K Buy
3,239
+479
+17% +$65.5K 0.03% 252
2026
Q1 		$381K Buy
2,760
+336
+14% +$40K 0.02% 274
2025
Q4 		$281K Buy
2,424
+476
+24% +$52.7K 0.02% 289
2025
Q3 		$212K Buy
+1,948
New +$199K 0.01% 325

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

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

Cornerstone Wealth Group increased its Bank of New York Mellon (BNY) stake by 17% in Q2 2026, buying an estimated $65.5K and bringing the position to 3,239 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #252.

Cornerstone Wealth Group first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cornerstone Wealth Group held 3,239 shares of Bank of New York Mellon worth $468K as of Q2 2026.
  • Cornerstone Wealth Group bought 479 Bank of New York Mellon shares in Q2 2026, an estimated $65.5K.
  • Bank of New York Mellon made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #252 holding.
  • Cornerstone Wealth Group first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.