Fortis Capital Management’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
$316K Buy
2,184
+78
+4% +$10.7K 0.04% 180
2026
Q1
$250K Sell
2,106
-320
-13% -$38.1K 0.03% 183
2025
Q4
$282K Buy
+2,426
New +$268K 0.04% 162

Other funds holding BNY

Fortis Capital Management's BNY Position: Q2 2026 in Review

Fortis Capital Management increased its Bank of New York Mellon (BNY) stake by 3.7% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,184 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #180.

Fortis Capital Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Fortis Capital Management held 2,184 shares of Bank of New York Mellon worth $316K as of Q2 2026.
  • Fortis Capital Management bought 78 Bank of New York Mellon shares in Q2 2026, an estimated $10.7K.
  • Bank of New York Mellon made up 0.04% of Fortis Capital Management's portfolio in Q2 2026, its #180 holding.
  • Fortis Capital Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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