Creekside Partners’s Bank of New York Mellon BNY Stock Holding History

Creekside Partners’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	$273K	Hold	1,886	–	–	0.1%	169
2026 Q1	$224K	Hold	1,886	–	–	0.09%	170
2025 Q4	$219K	Hold	1,886	–	–	0.09%	172
2025 Q3	$205K	Buy	+1,886	New	+$192K	0.09%	169

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

Creekside Partners's BNY Position: Q2 2026 in Review

Creekside Partners held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,886 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #169.

Creekside Partners first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Creekside Partners held 1,886 shares of Bank of New York Mellon worth $273K as of Q2 2026.
Creekside Partners left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.1% of Creekside Partners's portfolio in Q2 2026, its #169 holding.
Creekside Partners first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.