Creative Capital Management Investments’s Bank of New York Mellon BNY Stock Holding History

Creative Capital Management Investments’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	$16.5K	Buy	114 +78	+217%	+$10.7K	﹤0.01%	241
2026 Q1	$4.27K	Hold	36	–	–	﹤0.01%	242
2025 Q4	$4.18K	Hold	36	–	–	﹤0.01%	250
2025 Q3	$3.92K	Hold	36	–	–	﹤0.01%	230
2025 Q2	$3.28K	Hold	36	–	–	﹤0.01%	266
2025 Q1	$3.02K	Hold	36	–	–	﹤0.01%	208
2024 Q4	$2.77K	Hold	36	–	–	﹤0.01%	222
2024 Q3	$2.59K	Hold	36	–	–	﹤0.01%	196
2024 Q2	$2.16K	Hold	36	–	–	﹤0.01%	202
2024 Q1	$2.07K	Hold	36	–	–	﹤0.01%	186
2023 Q4	$1.87K	Hold	36	–	–	﹤0.01%	192
2023 Q3	$1.53K	Hold	36	–	–	﹤0.01%	209
2023 Q2	$1.6K	Hold	36	–	–	﹤0.01%	193
2023 Q1	$1.64K	Hold	36	–	–	﹤0.01%	212
2022 Q4	$2K	Buy	+36	New	+$1.54K	﹤0.01%	160

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

Creative Capital Management Investments's BNY Position: Q2 2026 in Review

Creative Capital Management Investments increased its Bank of New York Mellon (BNY) stake by 217% in Q2 2026, buying an estimated $10.7K and bringing the position to 114 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Creative Capital Management Investments first reported a position in BNY in Q4 2022 and has held it in 15 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Creative Capital Management Investments held 114 shares of Bank of New York Mellon worth $16.5K as of Q2 2026.
Creative Capital Management Investments bought 78 Bank of New York Mellon shares in Q2 2026, an estimated $10.7K.
Bank of New York Mellon made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #241 holding.
Creative Capital Management Investments first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 15 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.