CX Institutional’s Bank of New York Mellon BNY Stock Holding History

CX Institutional’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 Q3	$1.4M	Sell	9,680 -53	-0.5%	-$8.33K	0.04%	303
2026 Q2	$1.41M	Sell	9,733 -65	-0.7%	-$8.89K	0.04%	292
2026 Q1	$1.16M	Buy	9,798 +232	+2%	+$27.6K	0.04%	317
2025 Q4	$1.11M	Buy	9,566 +301	+3%	+$33.3K	0.03%	271
2025 Q3	$1.01M	Buy	9,265 +88	+1%	+$8.98K	0.03%	300
2025 Q2	$836K	Buy	9,177 +581	+7%	+$49.3K	0.03%	291
2025 Q1	$721K	Buy	8,596 +8	+0.1%	+$672	0.03%	315
2024 Q4	$660K	Buy	8,588 +153	+2%	+$11.8K	0.03%	307
2024 Q3	$606K	Buy	8,435 +97	+1%	+$6.38K	0.03%	345
2024 Q2	$499K	Sell	8,338 -2	-0%	-$116	0.02%	370
2024 Q1	$481K	Buy	8,340 +1,803	+28%	+$99.3K	0.02%	371
2023 Q4	$340K	Sell	6,537 -1,258	-16%	-$57.9K	0.02%	380
2023 Q3	$332K	Buy	7,795 +339	+5%	+$15.1K	0.02%	382
2023 Q2	$332K	Buy	7,456 +1,056	+17%	+$45.3K	0.02%	411
2023 Q1	$289K	Sell	6,400 -309	-5%	-$15K	0.02%	418
2022 Q4	$305K	Buy	+6,709	New	+$288K	0.02%	427
2022 Q3	–	Sell	-3,301	Closed	-$138K	–	528
2022 Q2	$138K	Sell	3,301 -831	-20%	-$37K	0.01%	493
2022 Q1	$205K	Buy	+4,132	New	+$235K	0.02%	358
2021 Q4	–	Sell	-3,779	Closed	-$196K	–	394
2021 Q3	$196K	Buy	3,779 +207	+6%	+$10.8K	0.02%	354
2021 Q2	$183K	Sell	3,572 -44	-1%	-$2.2K	0.02%	345
2021 Q1	$171K	Sell	3,616 -53,445	-94%	-$2.35M	0.02%	323
2020 Q4	$2.42M	Sell	57,061 -16,503	-22%	-$634K	0.23%	129
2020 Q3	$2.53M	Buy	73,564 +21,135	+40%	+$769K	0.27%	109
2020 Q2	$2.04M	Buy	52,429 +7,529	+17%	+$276K	0.27%	96
2020 Q1	$1.51M	Buy	44,900 +42,508	+1,777%	+$1.79M	0.25%	89
2019 Q4	$120K	Sell	2,392 -43,286	-95%	-$2.07M	0.02%	218
2019 Q3	$2.06M	Buy	45,678 +43,312	+1,831%	+$1.93M	0.33%	80
2019 Q2	$104K	Buy	2,366 +8	+0.3%	+$376	0.02%	267
2019 Q1	$119K	Buy	2,358 +138	+6%	+$7.11K	0.02%	260
2018 Q4	$104K	Buy	+2,220	New	+$108K	0.02%	199

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

CX Institutional's BNY Position: Q3 2026 in Review

CX Institutional reduced its Bank of New York Mellon (BNY) stake by 0.54% in Q3 2026, selling an estimated $8.33K and leaving 9,680 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #303.

CX Institutional first reported a position in BNY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.53M in Q3 2020. 523 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

CX Institutional held 9,680 shares of Bank of New York Mellon worth $1.4M as of Q3 2026.
CX Institutional sold 53 Bank of New York Mellon shares in Q3 2026, an estimated $8.33K.
Bank of New York Mellon made up 0.04% of CX Institutional's portfolio in Q3 2026, its #303 holding.
CX Institutional first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 30 quarters since.
CX Institutional's Bank of New York Mellon position peaked at $2.53M in Q3 2020.
523 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.