JM2 Capital’s Bank of New York Mellon BNY Stock Holding History

JM2 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 Q3	$223K	Sell	1,543 -25	-2%	-$3.93K	0.15%	112
2026 Q2	$227K	Buy	+1,568	New	+$214K	0.16%	112

Other funds holding BNY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

JM2 Capital's BNY Position: Q3 2026 in Review

JM2 Capital reduced its Bank of New York Mellon (BNY) stake by 1.6% in Q3 2026, selling an estimated $3.93K and leaving 1,543 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #112.

JM2 Capital first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $227K in Q2 2026. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

JM2 Capital held 1,543 shares of Bank of New York Mellon worth $223K as of Q3 2026.
JM2 Capital sold 25 Bank of New York Mellon shares in Q3 2026, an estimated $3.93K.
Bank of New York Mellon made up 0.15% of JM2 Capital's portfolio in Q3 2026, its #112 holding.
JM2 Capital first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
JM2 Capital's Bank of New York Mellon position peaked at $227K in Q2 2026.
1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.