Orion 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
$55K Hold
380
0.02% 278
2026
Q1
$45.1K Hold
380
0.02% 271
2025
Q4
$44.1K Sell
380
-22
-5% -$2.43K 0.01% 282
2025
Q3
$43.8K Buy
402
+22
+6% +$2.24K 0.02% 281
2025
Q2
$34.6K Hold
380
0.01% 283
2025
Q1
$31.9K Buy
+380
New +$31.9K 0.01% 277

Other funds holding BNY

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

Orion Capital Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 380 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #278.

Orion Capital Management first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Orion Capital Management held 380 shares of Bank of New York Mellon worth $55K as of Q2 2026.
  • Orion Capital Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #278 holding.
  • Orion Capital Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.