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

Crewe Advisors’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	$62.3K	Buy	431 +160	+59%	+$21.9K	﹤0.01%	407
2026 Q1	$32.1K	Buy	271 +114	+73%	+$13.6K	﹤0.01%	429
2025 Q4	$18.2K	Buy	157 +32	+26%	+$3.54K	﹤0.01%	507
2025 Q3	$13.6K	Sell	125 -17	-12%	-$1.73K	﹤0.01%	571
2025 Q2	$12.9K	Buy	+142	New	+$12.1K	﹤0.01%	428
2024 Q4	–	Sell	-7	Closed	-$504	–	663
2024 Q3	$504	Sell	7 -25	-78%	-$1.64K	﹤0.01%	665
2024 Q2	$1.92K	Buy	+32	New	+$1.85K	﹤0.01%	872
2023 Q4	–	Sell	-27	Closed	-$1.15K	–	447
2023 Q3	$1.15K	Buy	27 +5	+23%	+$223	﹤0.01%	350
2023 Q2	$980	Buy	+22	New	+$944	﹤0.01%	583
2022 Q4	–	Sell	-128	Closed	-$5K	–	1051
2022 Q3	$5K	Buy	+128	New	+$5.46K	﹤0.01%	836
2020 Q4	–	Sell	-107	Closed	-$4K	–	468
2020 Q3	$4K	Buy	+107	New	+$3.9K	﹤0.01%	382
2020 Q1	–	Sell	-436	Closed	-$22K	–	185
2019 Q4	$22K	Buy	+436	New	+$20.8K	0.01%	150
2019 Q3	–	Sell	-14	Closed	-$1K	–	222
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	280
2019 Q1	$1K	Buy	+14	New	+$722	﹤0.01%	227

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

Crewe Advisors's BNY Position: Q2 2026 in Review

Crewe Advisors increased its Bank of New York Mellon (BNY) stake by 59% in Q2 2026, buying an estimated $21.9K and bringing the position to 431 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Crewe Advisors first reported a position in BNY in Q1 2019 and has held it in 14 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Crewe Advisors held 431 shares of Bank of New York Mellon worth $62.3K as of Q2 2026.
Crewe Advisors bought 160 Bank of New York Mellon shares in Q2 2026, an estimated $21.9K.
Bank of New York Mellon made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #407 holding.
Crewe Advisors first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 14 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.