CIG
BNY

Cullen Investment Group’s Bank of New York Mellon BNY Stock Holding History

Cullen Investment 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 		$7.69M Buy
53,216
+4,000
+8% +$547K 0.93% 35
2026
Q1 		$5.84M Buy
49,216
+10,486
+27% +$1.25M 0.77% 42
2025
Q4 		$4.61M Buy
38,730
+36,568
+1,691% +$4.05M 0.6% 46
2025
Q3 		$231K Buy
+2,162
New +$220K 0.03% 167

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cullen Investment Group's BNY Position: Q2 2026 in Review

Cullen Investment Group increased its Bank of New York Mellon (BNY) stake by 8.1% in Q2 2026, buying an estimated $547K and bringing the position to 53,216 shares worth $7.69M. The position accounts for 0.93% of the portfolio, ranked #35.

Cullen Investment Group first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Cullen Investment Group held 53,216 shares of Bank of New York Mellon worth $7.69M as of Q2 2026.
  • Cullen Investment Group bought 4,000 Bank of New York Mellon shares in Q2 2026, an estimated $547K.
  • Bank of New York Mellon made up 0.93% of Cullen Investment Group's portfolio in Q2 2026, its #35 holding.
  • Cullen Investment Group first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.