Creative Planning’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.1M | Buy |
207,806
+8,932
| +4% | +$1.22M | 0.02% | 361 |
|
|
2026
Q1 | $23.6M | Buy |
198,874
+33,147
| +20% | +$3.94M | 0.02% | 373 |
|
|
2025
Q4 | $19.2M | Buy |
165,727
+19,496
| +13% | +$2.16M | 0.01% | 400 |
|
|
2025
Q3 | $15.9M | Buy |
146,231
+5,344
| +4% | +$545K | 0.01% | 425 |
|
|
2025
Q2 | $12.8M | Sell |
140,887
-21,522
| -13% | -$1.83M | 0.01% | 452 |
|
|
2025
Q1 | $13.6M | Buy |
162,409
+25,436
| +19% | +$2.14M | 0.01% | 402 |
|
|
2024
Q4 | $10.5M | Buy |
136,973
+5,773
| +4% | +$446K | 0.01% | 429 |
|
|
2024
Q3 | $9.43M | Sell |
131,200
-105,038
| -44% | -$6.91M | 0.01% | 449 |
|
|
2024
Q2 | $14.1M | Buy |
236,238
+7,058
| +3% | +$408K | 0.02% | 329 |
|
|
2024
Q1 | $13.2M | Sell |
229,180
-508
| -0.2% | -$28K | 0.01% | 341 |
|
|
2023
Q4 | $12M | Buy |
229,688
+6,526
| +3% | +$301K | 0.02% | 347 |
|
|
2023
Q3 | $9.51M | Buy |
223,162
+7,575
| +4% | +$337K | 0.01% | 368 |
|
|
2023
Q2 | $9.6M | Buy |
215,587
+10,687
| +5% | +$459K | 0.01% | 357 |
|
|
2023
Q1 | $9.31M | Buy |
204,900
+2,820
| +1% | +$137K | 0.01% | 355 |
|
|
2022
Q4 | $9.2M | Buy |
202,080
+5,566
| +3% | +$239K | 0.01% | 346 |
|
|
2022
Q3 | $7.57M | Buy |
196,514
+7,606
| +4% | +$324K | 0.01% | 357 |
|
|
2022
Q2 | $7.88M | Sell |
188,908
-5,229
| -3% | -$233K | 0.01% | 362 |
|
|
2022
Q1 | $9.63M | Buy |
194,137
+13,030
| +7% | +$741K | 0.01% | 324 |
|
|
2021
Q4 | $10.5M | Buy |
181,107
+229
| +0.1% | +$13.2K | 0.02% | 275 |
|
|
2021
Q3 | $9.38M | Sell |
180,878
-7,915
| -4% | -$411K | 0.02% | 279 |
|
|
2021
Q2 | $9.67M | Sell |
188,793
-1,166
| -0.6% | -$58.3K | 0.02% | 271 |
|
|
2021
Q1 | $8.98M | Buy |
189,959
+8,599
| +5% | +$378K | 0.02% | 294 |
|
|
2020
Q4 | $7.7M | Sell |
181,360
-29,668
| -14% | -$1.14M | 0.02% | 303 |
|
|
2020
Q3 | $7.25M | Buy |
211,028
+2,820
| +1% | +$103K | 0.02% | 266 |
|
|
2020
Q2 | $8.05M | Sell |
208,208
-5,051
| -2% | -$185K | 0.02% | 215 |
|
|
2020
Q1 | $7.18M | Sell |
213,259
-3,992
| -2% | -$168K | 0.03% | 209 |
|
|
2019
Q4 | $10.9M | Sell |
217,251
-139,444
| -39% | -$6.65M | 0.03% | 177 |
|
|
2019
Q3 | $16.1M | Buy |
356,695
+283,676
| +388% | +$12.6M | 0.05% | 133 |
|
|
2019
Q2 | $3.22M | Buy |
73,019
+1,153
| +2% | +$54.2K | 0.01% | 377 |
|
|
2019
Q1 | $3.62M | Sell |
71,866
-2,317
| -3% | -$119K | 0.01% | 331 |
|
|
2018
Q4 | $3.49M | Buy |
74,183
+8,304
| +13% | +$403K | 0.01% | 309 |
|
|
2018
Q3 | $3.36M | Sell |
65,879
-3,368
| -5% | -$177K | 0.01% | 356 |
|
|
2018
Q2 | $3.73M | Sell |
69,247
-1,784
| -3% | -$98.4K | 0.01% | 324 |
|
|
2018
Q1 | $3.66M | Buy |
71,031
+91
| +0.1% | +$5.06K | 0.01% | 322 |
|
|
2017
Q4 | $3.82M | Buy |
70,940
+3,871
| +6% | +$206K | 0.02% | 300 |
|
|
2017
Q3 | $3.56M | Buy |
67,069
+3,172
| +5% | +$166K | 0.02% | 308 |
|
|
2017
Q2 | $3.26M | Buy |
63,897
+11,902
| +23% | +$569K | 0.02% | 304 |
|
|
2017
Q1 | $2.46M | Buy |
51,995
+1,072
| +2% | +$50.1K | 0.01% | 363 |
|
|
2016
Q4 | $2.41M | Sell |
50,923
-4,423
| -8% | -$199K | 0.01% | 356 |
|
|
2016
Q3 | $2.21M | Buy |
55,346
+11,517
| +26% | +$460K | 0.01% | 354 |
|
|
2016
Q2 | $1.7M | Buy |
43,829
+12
| +0% | +$477 | 0.01% | 377 |
|
|
2016
Q1 | $1.61M | Sell |
43,817
-9,549
| -18% | -$346K | 0.01% | 365 |
|
|
2015
Q4 | $2.2M | Buy |
53,366
+8,404
| +19% | +$353K | 0.02% | 286 |
|
|
2015
Q3 | $1.76M | Sell |
44,962
-45
| -0.1% | -$1.87K | 0.02% | 319 |
|
|
2015
Q2 | $1.89M | Buy |
45,007
+97
| +0.2% | +$4.13K | 0.02% | 302 |
|
|
2015
Q1 | $1.81M | Buy |
44,910
+4,402
| +11% | +$171K | 0.02% | 304 |
|
|
2014
Q4 | $1.64M | Buy |
40,508
+2,559
| +7% | +$100K | 0.02% | 315 |
|
|
2014
Q3 | $1.47M | Buy |
37,949
+4,657
| +14% | +$181K | 0.02% | 307 |
|
|
2014
Q2 | $1.25M | Buy |
33,292
+1,159
| +4% | +$40.1K | 0.02% | 329 |
|
|
2014
Q1 | $1.13M | Sell |
32,133
-118
| -0.4% | -$3.9K | 0.02% | 330 |
|
|
2013
Q4 | $1.13M | Buy |
32,251
+313
| +1% | +$10.2K | 0.02% | 274 |
|
|
2013
Q3 | $964K | Buy |
31,938
+1,963
| +7% | +$60.2K | 0.02% | 268 |
|
|
2013
Q2 | $841K | Buy |
+29,975
| New | +$861K | 0.02% | 273 |
|
Other funds holding BNY
Creative Planning's BNY Position: Q2 2026 in Review
Creative Planning increased its Bank of New York Mellon (BNY) stake by 4.5% in Q2 2026, buying an estimated $1.22M and bringing the position to 207,806 shares worth $30.1M. The position accounts for 0.02% of the portfolio, ranked #361.
Creative Planning first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Creative Planning held 207,806 shares of Bank of New York Mellon worth $30.1M as of Q2 2026.
- Creative Planning bought 8,932 Bank of New York Mellon shares in Q2 2026, an estimated $1.22M.
- Bank of New York Mellon made up 0.02% of Creative Planning's portfolio in Q2 2026, its #361 holding.
- Creative Planning first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.