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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
9,733
Value
$1.41M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BNY by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,733$1.41M<0.1%−65−0.7%ReducedHolders
Q1 20269,798$1.16M<0.1%+232+2.4%AddedHolders
Q4 20259,566$1.11M<0.1%+301+3.2%AddedHolders
Q3 20259,265$1.01M<0.1%+88+1.0%AddedHolders
Q2 20259,177$836.0K<0.1%+581+6.8%AddedHolders
Q1 20258,596$721.0K<0.1%+8+0.1%AddedHolders
Q4 20248,588$659.8K<0.1%+153+1.8%AddedHolders
Q3 20248,435$606.2K<0.1%+97+1.2%AddedHolders
Q2 20248,338$499.4K<0.1%−20.0%ReducedHolders
Q1 20248,340$480.5K<0.1%+1,803+27.6%AddedHolders
Q4 20236,537$340.3K<0.1%−1,258−16.1%ReducedHolders
Q3 20237,795$332.5K<0.1%+339+4.5%AddedHolders
Q2 20237,456$331.9K<0.1%+1,056+16.5%AddedHolders
Q1 20236,400$289.3K<0.1%−309−4.6%ReducedHolders
Q4 20226,709$305.4K<0.1%+6,709NewHolders
Q3 20220$00.0%−3,301−100.0%Sold outHolders
Q2 20223,301$138.0K<0.1%−831−20.1%ReducedHolders
Q1 20224,132$205.0K<0.1%+4,132NewHolders
Q4 20210$00.0%−3,779−100.0%Sold outHolders
Q3 20213,779$196.0K<0.1%+207+5.8%AddedHolders
Q2 20213,572$183.0K<0.1%−44−1.2%ReducedHolders
Q1 20213,616$171.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.