Creative Financial Designs’s Bank of New York Mellon BNY Stock Holding History

Creative Financial Designs’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	$8.97K	Hold	62	–	–	﹤0.01%	1541
2026 Q1	$7.36K	Hold	62	–	–	﹤0.01%	1491
2025 Q4	$7.2K	Sell	62 -108	-64%	-$11.9K	﹤0.01%	1423
2025 Q3	$18.5K	Buy	170 +10	+6%	+$1.02K	﹤0.01%	1169
2025 Q2	$14.6K	Buy	160 +5	+3%	+$425	﹤0.01%	1227
2025 Q1	$13K	Buy	155 +5	+3%	+$420	﹤0.01%	1218
2024 Q4	$11.5K	Sell	150 -73	-33%	-$5.64K	﹤0.01%	1196
2024 Q3	$16K	Buy	223 +181	+431%	+$11.9K	﹤0.01%	1079
2024 Q2	$2.52K	Hold	42	–	–	﹤0.01%	1458
2024 Q1	$2.42K	Hold	42	–	–	﹤0.01%	1461
2023 Q4	$2.19K	Hold	42	–	–	﹤0.01%	1415
2023 Q3	$1.79K	Hold	42	–	–	﹤0.01%	1354
2023 Q2	$1.87K	Buy	+42	New	+$1.8K	﹤0.01%	1321
2022 Q4	–	Sell	-137	Closed	-$5K	–	1308
2022 Q3	$5K	Sell	137 -74	-35%	-$3.15K	﹤0.01%	1019
2022 Q2	$9K	Buy	211 +1	+0.5%	+$45	﹤0.01%	881
2022 Q1	$10K	Buy	210 +51	+32%	+$2.9K	﹤0.01%	896
2021 Q4	$9K	Buy	159 +1	+0.6%	+$58	﹤0.01%	917
2021 Q3	$8K	Buy	+158	New	+$8.21K	﹤0.01%	1053

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 Financial Designs's BNY Position: Q2 2026 in Review

Creative Financial Designs held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 62 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Creative Financial Designs first reported a position in BNY in Q3 2021 and has held it in 18 quarters since. The position peaked at $18.5K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Creative Financial Designs held 62 shares of Bank of New York Mellon worth $8.97K as of Q2 2026.
Creative Financial Designs left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1541 holding.
Creative Financial Designs first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 18 quarters since.
Creative Financial Designs's Bank of New York Mellon position peaked at $18.5K in Q3 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.