Fidelis Capital Partners’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Buy	3,825 +23	+0.6%	+$2.35K	0.04%	305
2025 Q1	$299K	Buy	3,802 +109	+3%	+$8.57K	0.03%	319
2024 Q4	$315K	Buy	3,693 +316	+9%	+$26.9K	0.03%	327
2024 Q3	$258K	Buy	3,377 +56	+2%	+$4.28K	0.03%	342
2024 Q2	$205K	Buy	+3,321	New	+$205K	0.03%	356