FORA Capital’s Bank of New York Mellon BNY Stock Holding History

FORA Capital’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Buy	+3,781	New	+$517K	0.04%	260
2025 Q4	–	Sell	-5,307	Closed	-$578K	–	445
2025 Q3	$578K	Sell	5,307 -6,127	-54%	-$625K	0.1%	254
2025 Q2	$1.04M	Sell	11,434 -34,034	-75%	-$2.89M	0.12%	214
2025 Q1	$3.81M	Buy	45,468 +40,490	+813%	+$3.4M	0.39%	80
2024 Q4	$382K	Buy	+4,978	New	+$385K	0.04%	294
2023 Q2	–	Sell	-33,457	Closed	-$1.52M	–	367
2023 Q1	$1.52M	Buy	+33,457	New	+$1.62M	0.15%	194
2022 Q3	–	Sell	-29,148	Closed	-$1.22M	–	420
2022 Q2	$1.22M	Buy	+29,148	New	+$1.3M	0.24%	132
2020 Q2	–	Sell	-29,351	Closed	-$989K	–	908
2020 Q1	$989K	Buy	29,351 +10,123	+53%	+$425K	0.21%	123
2019 Q4	$968K	Buy	+19,228	New	+$918K	0.1%	264

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FORA Capital's BNY Position: Q2 2026 in Review

FORA Capital opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 3,781 shares worth $547K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings. This is a return to the name: FORA Capital previously reported a position in BNY as recently as Q3 2025.

FORA Capital first reported a position in BNY in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.81M in Q1 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

FORA Capital held 3,781 shares of Bank of New York Mellon worth $547K as of Q2 2026.
Bank of New York Mellon was a new FORA Capital position in Q2 2026.
Bank of New York Mellon made up 0.04% of FORA Capital's portfolio in Q2 2026, its #260 holding.
FORA Capital first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 9 quarters since.
FORA Capital's Bank of New York Mellon position peaked at $3.81M in Q1 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.