CVA Family Office’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
$308K Sell
2,130
-26
-1% -$3.56K 0.03% 264
2026
Q1
$256K Buy
2,156
+495
+30% +$58.9K 0.03% 279
2025
Q4
$193K Sell
1,661
-55
-3% -$6.09K 0.02% 301
2025
Q3
$187K Buy
1,716
+5
+0.3% +$510 0.02% 303
2025
Q2
$156K Sell
1,711
-66
-4% -$5.61K 0.02% 332
2025
Q1
$149K Buy
1,777
+234
+15% +$19.7K 0.02% 323
2024
Q4
$119K Buy
1,543
+167
+12% +$12.9K 0.02% 356
2024
Q3
$98.9K Buy
1,376
+46
+3% +$3.02K 0.02% 373
2024
Q2
$79.7K Buy
1,330
+52
+4% +$3.01K 0.01% 395
2024
Q1
$73.6K Buy
1,278
+9
+0.7% +$495 0.01% 414
2023
Q4
$66.1K Buy
+1,269
New +$58.4K 0.01% 411
2023
Q3
– Sell
-655
Closed -$29.2K – 312
2023
Q2
$29.2K Sell
655
-1,182
-64% -$50.7K 0.01% 555
2023
Q1
$83.5K Buy
1,837
+352
+24% +$17.1K 0.02% 341
2022
Q4
$67.6K Sell
1,485
-210
-12% -$9.01K 0.02% 351
2022
Q3
$65K Buy
1,695
+115
+7% +$4.9K 0.02% 305
2022
Q2
$66K Buy
1,580
+380
+32% +$16.9K 0.02% 306
2022
Q1
$60K Hold
1,200
– – 0.01% 362
2021
Q4
$70K Buy
+1,200
New +$69K 0.02% 302
2021
Q3
– Sell
-1,295
Closed -$66K – 422
2021
Q2
$66K Buy
1,295
+570
+79% +$28.5K 0.02% 312
2021
Q1
$34K Buy
+725
New +$31.9K 0.01% 314

Other funds holding BNY

CVA Family Office's BNY Position: Q2 2026 in Review

CVA Family Office reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $3.56K and leaving 2,130 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #264.

CVA Family Office first reported a position in BNY in Q1 2021 and has held it in 20 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • CVA Family Office held 2,130 shares of Bank of New York Mellon worth $308K as of Q2 2026.
  • CVA Family Office sold 26 Bank of New York Mellon shares in Q2 2026, an estimated $3.56K.
  • Bank of New York Mellon made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #264 holding.
  • CVA Family Office first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 20 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.