North Capital’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
$608K Sell
4,204
-1,191
-22% -$163K 0.46% 35
2026
Q1
$640K Buy
+5,395
New +$642K 0.54% 27
2025
Q4
Sell
-153
Closed -$16.7K 153
2025
Q3
$16.7K Buy
153
+10
+7% +$1.02K 0.01% 329
2025
Q2
$13K Hold
143
0.01% 344
2025
Q1
$12K Buy
+143
New +$12K 0.01% 349

Other funds holding BNY

North Capital's BNY Position: Q2 2026 in Review

North Capital reduced its Bank of New York Mellon (BNY) stake by 22% in Q2 2026, selling an estimated $163K and leaving 4,204 shares worth $608K. The position accounts for 0.46% of the portfolio, ranked #35.

North Capital first reported a position in BNY in Q1 2025 and has held it in 5 quarters since. The position peaked at $640K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • North Capital held 4,204 shares of Bank of New York Mellon worth $608K as of Q2 2026.
  • North Capital sold 1,191 Bank of New York Mellon shares in Q2 2026, an estimated $163K.
  • Bank of New York Mellon made up 0.46% of North Capital's portfolio in Q2 2026, its #35 holding.
  • North Capital first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 5 quarters since.
  • North Capital's Bank of New York Mellon position peaked at $640K in Q1 2026.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.