Crestwood Advisors Group’s Bank of New York Mellon BNY Stock Holding History

Crestwood Advisors Group’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	$1.03M	Buy	7,119 +1,377	+24%	+$188K	0.02%	316
2026 Q1	$681K	Buy	5,742 +838	+17%	+$99.7K	0.01%	353
2025 Q4	$569K	Buy	4,904 +2,535	+107%	+$280K	0.01%	365
2025 Q3	$258K	Buy	+2,369	New	+$242K	﹤0.01%	497
2017 Q4	–	Sell	-4,000	Closed	-$212K	–	192
2017 Q3	$212K	Hold	4,000	–	–	0.02%	144
2017 Q2	$211K	Hold	4,000	–	–	0.02%	136
2017 Q1	$188K	Buy	+4,000	New	+$187K	0.02%	144

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

Crestwood Advisors Group's BNY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Bank of New York Mellon (BNY) stake by 24% in Q2 2026, buying an estimated $188K and bringing the position to 7,119 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #316.

Crestwood Advisors Group first reported a position in BNY in Q1 2017 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Crestwood Advisors Group held 7,119 shares of Bank of New York Mellon worth $1.03M as of Q2 2026.
Crestwood Advisors Group bought 1,377 Bank of New York Mellon shares in Q2 2026, an estimated $188K.
Bank of New York Mellon made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #316 holding.
Crestwood Advisors Group first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 7 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.