CFS
BNY

CRA Financial Services’s Bank of New York Mellon BNY Stock Holding History

CRA Financial Services’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 		$344K Buy
2,377
+36
+2% +$4.92K 0.04% 242
2026
Q1 		$278K Buy
2,341
+134
+6% +$15.9K 0.04% 247
2025
Q4 		$256K Sell
2,207
-340
-13% -$37.6K 0.03% 255
2025
Q3 		$278K Buy
2,547
+42
+2% +$4.28K 0.04% 241
2025
Q2 		$228K Sell
2,505
-46
-2% -$3.91K 0.03% 252
2025
Q1 		$214K Buy
+2,551
New +$214K 0.04% 252

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

CRA Financial Services's BNY Position: Q2 2026 in Review

CRA Financial Services increased its Bank of New York Mellon (BNY) stake by 1.5% in Q2 2026, buying an estimated $4.92K and bringing the position to 2,377 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #242.

CRA Financial Services first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • CRA Financial Services held 2,377 shares of Bank of New York Mellon worth $344K as of Q2 2026.
  • CRA Financial Services bought 36 Bank of New York Mellon shares in Q2 2026, an estimated $4.92K.
  • Bank of New York Mellon made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #242 holding.
  • CRA Financial Services first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.