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

Gilbert Capital Group’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	$838K	Hold	5,795	–	–	0.59%	34
2026 Q1	$687K	Hold	5,795	–	–	0.53%	32
2025 Q4	$673K	Hold	5,795	–	–	0.51%	34
2025 Q3	$631K	Hold	5,795	–	–	0.49%	34
2025 Q2	$528K	Buy	+5,795	New	+$492K	0.44%	35

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

Gilbert Capital Group's BNY Position: Q2 2026 in Review

Gilbert Capital Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 5,795 shares worth $838K. The position accounts for 0.59% of the portfolio, ranked #34.

Gilbert Capital Group first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Gilbert Capital Group held 5,795 shares of Bank of New York Mellon worth $838K as of Q2 2026.
Gilbert Capital Group left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.59% of Gilbert Capital Group's portfolio in Q2 2026, its #34 holding.
Gilbert Capital Group first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.