Joseph Group 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
$41.9K Buy
290
+78
+37% +$10.7K 0.01% 145
2026
Q1
$25.1K Buy
212
+121
+133% +$14.4K 0.01% 162
2025
Q4
$10.6K Buy
+91
New +$10.1K ﹤0.01% 178

Other funds holding BNY

Joseph Group Capital Management's BNY Position: Q2 2026 in Review

Joseph Group Capital Management increased its Bank of New York Mellon (BNY) stake by 37% in Q2 2026, buying an estimated $10.7K and bringing the position to 290 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #145.

Joseph Group Capital Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Joseph Group Capital Management held 290 shares of Bank of New York Mellon worth $41.9K as of Q2 2026.
  • Joseph Group Capital Management bought 78 Bank of New York Mellon shares in Q2 2026, an estimated $10.7K.
  • Bank of New York Mellon made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #145 holding.
  • Joseph Group Capital Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.