Cape Investment Advisory’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Cape Investment Advisory's BNY Position: Q2 2026 in Review
Cape Investment Advisory opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 673 shares worth $97.3K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BNY as recently as Q4 2025.
Cape Investment Advisory first reported a position in BNY in Q1 2023 and has held it in 13 quarters since. The position peaked at $127K in Q2 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Cape Investment Advisory held 673 shares of Bank of New York Mellon worth $97.3K as of Q2 2026.
- Bank of New York Mellon was a new Cape Investment Advisory position in Q2 2026.
- Bank of New York Mellon made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #352 holding.
- Cape Investment Advisory first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 13 quarters since.
- Cape Investment Advisory's Bank of New York Mellon position peaked at $127K in Q2 2025.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.