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
Q1
$640K Buy
2025
Q4
Sell
2025
Q3
$16.7K Buy
2025
Q2
$13K Hold
2025
Q1
$12K Buy