Bank of New York Mellon
JCAP

Bank of New York Mellon’s Jefferson Capital JCAP Stock Holding History

Bank of New York Mellon’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
54,532
+8,979
+20% +$167K ﹤0.01% 3321
2026
Q1 		$876K Buy
45,553
+23,135
+103% +$489K ﹤0.01% 3287
2025
Q4 		$501K Sell
22,418
-774
-3% -$15.6K ﹤0.01% 3615
2025
Q3 		$400K Buy
+23,192
New +$412K ﹤0.01% 3722

Other funds holding JCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $302M AUM 74.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon's JCAP Position: Q2 2026 in Review

Bank of New York Mellon increased its Jefferson Capital (JCAP) stake by 20% in Q2 2026, buying an estimated $167K and bringing the position to 54,532 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Bank of New York Mellon first reported a position in JCAP in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Bank of New York Mellon held 54,532 shares of Jefferson Capital worth $1.06M as of Q2 2026.
  • Bank of New York Mellon bought 8,979 Jefferson Capital shares in Q2 2026, an estimated $167K.
  • Jefferson Capital made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3321 holding.
  • Bank of New York Mellon first reported a position in Jefferson Capital in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.