CoreCap Advisors’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.44M Buy
23,806
+1,909
+9% +$261K 0.1% 185
2026
Q1
$2.6M Buy
21,897
+183
+0.8% +$21.8K 0.09% 197
2025
Q4
$2.52M Buy
21,714
+3,766
+21% +$417K 0.09% 204
2025
Q3
$1.96M Buy
17,948
+4,970
+38% +$507K 0.07% 238
2025
Q2
$1.18M Buy
12,978
+11,947
+1,159% +$1.01M 0.05% 322
2025
Q1
$86.5K Buy
1,031
+289
+39% +$24.3K ﹤0.01% 957
2024
Q4
$57K Sell
742
-667
-47% -$51.6K ﹤0.01% 1133
2024
Q3
$101K Buy
+1,409
New +$92.7K ﹤0.01% 904
2024
Q2
Sell
-134
Closed -$7.72K 1714
2024
Q1
$7.72K Buy
+134
New +$7.38K ﹤0.01% 1807
2022
Q4
$80.6K Buy
+1,770
New +$75.9K 0.01% 813
2022
Q3
Sell
-1,589
Closed -$66K 703
2022
Q2
$66K Buy
+1,589
New +$70.8K 0.01% 845
2022
Q1
Sell
-1,236
Closed -$72K 714
2021
Q4
$72K Buy
+1,236
New +$71.1K ﹤0.01% 871

Other funds holding BNY

CoreCap Advisors's BNY Position: Q2 2026 in Review

CoreCap Advisors increased its Bank of New York Mellon (BNY) stake by 8.7% in Q2 2026, buying an estimated $261K and bringing the position to 23,806 shares worth $3.44M. The position accounts for 0.1% of the portfolio, ranked #185.

CoreCap Advisors first reported a position in BNY in Q4 2021 and has held it in 12 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • CoreCap Advisors held 23,806 shares of Bank of New York Mellon worth $3.44M as of Q2 2026.
  • CoreCap Advisors bought 1,909 Bank of New York Mellon shares in Q2 2026, an estimated $261K.
  • Bank of New York Mellon made up 0.1% of CoreCap Advisors's portfolio in Q2 2026, its #185 holding.
  • CoreCap Advisors first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 12 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.