Kathmere 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
$1.33M Buy
9,206
+319
+4% +$43.6K 0.07% 195
2026
Q1
$1.05M Buy
8,887
+542
+6% +$64.5K 0.06% 207
2025
Q4
$969K Buy
8,345
+212
+3% +$23.5K 0.07% 195
2025
Q3
$886K Sell
8,133
-70
-0.9% -$7.14K 0.06% 191
2025
Q2
$747K Sell
8,203
-481
-6% -$40.8K 0.06% 205
2025
Q1
$728K Buy
8,684
+237
+3% +$19.9K 0.06% 183
2024
Q4
$649K Buy
8,447
+439
+5% +$33.9K 0.06% 183
2024
Q3
$575K Buy
8,008
+876
+12% +$57.6K 0.05% 184
2024
Q2
$427K Buy
7,132
+85
+1% +$4.92K 0.05% 199
2024
Q1
$406K Buy
7,047
+606
+9% +$33.4K 0.05% 192
2023
Q4
$335K Buy
6,441
+1,194
+23% +$55K 0.04% 188
2023
Q3
$224K Buy
5,247
+504
+11% +$22.5K 0.03% 231
2023
Q2
$211K Sell
4,743
-2,579
-35% -$111K 0.03% 215
2023
Q1
$333K Buy
7,322
+1,459
+25% +$70.7K 0.05% 141
2022
Q4
$267K Buy
+5,863
New +$251K 0.05% 156
2021
Q1
Sell
-50
Closed -$2K 158
2020
Q4
$2K Hold
50
﹤0.01% 377
2020
Q3
$2K Buy
+50
New +$1.82K ﹤0.01% 351

Other funds holding BNY

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

Kathmere Capital Management increased its Bank of New York Mellon (BNY) stake by 3.6% in Q2 2026, buying an estimated $43.6K and bringing the position to 9,206 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #195.

Kathmere Capital Management first reported a position in BNY in Q3 2020 and has held it in 17 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Kathmere Capital Management held 9,206 shares of Bank of New York Mellon worth $1.33M as of Q2 2026.
  • Kathmere Capital Management bought 319 Bank of New York Mellon shares in Q2 2026, an estimated $43.6K.
  • Bank of New York Mellon made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #195 holding.
  • Kathmere Capital Management first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 17 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.