Jackson Creek Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Jackson Creek Investment 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	$611K	Sell	3,907 -70	-2%	-$9.57K	0.2%	203
2026 Q1	$472K	Sell	3,977 -598	-13%	-$71.1K	0.14%	219
2025 Q4	$531K	Sell	4,575 -32	-0.7%	-$3.54K	0.16%	197
2025 Q3	$502K	Sell	4,607 -29	-0.6%	-$2.96K	0.15%	199
2025 Q2	$422K	Sell	4,636 -792	-15%	-$67.3K	0.11%	250
2025 Q1	$455K	Sell	5,428 -46	-0.8%	-$3.87K	0.14%	238
2024 Q4	$421K	Buy	5,474 +4	+0.1%	+$309	0.13%	246
2024 Q3	$393K	Sell	5,470 -127	-2%	-$8.35K	0.12%	254
2024 Q2	$335K	Buy	+5,597	New	+$324K	0.12%	266
2023 Q2	–	Sell	-10,861	Closed	-$494K	–	311
2023 Q1	$494K	Buy	+10,861	New	+$527K	0.21%	244
2020 Q4	–	Sell	-22,233	Closed	-$763K	–	306
2020 Q3	$763K	Buy	+22,233	New	+$809K	0.35%	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 $3.38T AUM 44.17% 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

Jackson Creek Investment Advisors's BNY Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 1.8% in Q2 2026, selling an estimated $9.57K and leaving 3,907 shares worth $611K. The position accounts for 0.2% of the portfolio, ranked #203.

Jackson Creek Investment Advisors first reported a position in BNY in Q3 2020 and has held it in 11 quarters since. The position peaked at $763K in Q3 2020. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Jackson Creek Investment Advisors held 3,907 shares of Bank of New York Mellon worth $611K as of Q2 2026.
Jackson Creek Investment Advisors sold 70 Bank of New York Mellon shares in Q2 2026, an estimated $9.57K.
Bank of New York Mellon made up 0.2% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #203 holding.
Jackson Creek Investment Advisors first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 11 quarters since.
Jackson Creek Investment Advisors's Bank of New York Mellon position peaked at $763K in Q3 2020.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.