Waterloo 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
$395K Buy
2,733
+163
+6% +$22.3K 0.02% 400
2026
Q1
$305K Sell
2,570
-528
-17% -$62.8K 0.02% 394
2025
Q4
$360K Buy
3,098
+800
+35% +$88.5K 0.03% 343
2025
Q3
$250K Buy
+2,298
New +$234K 0.02% 393

Other funds holding BNY

Waterloo Capital's BNY Position: Q2 2026 in Review

Waterloo Capital increased its Bank of New York Mellon (BNY) stake by 6.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 2,733 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #400.

Waterloo Capital first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Waterloo Capital held 2,733 shares of Bank of New York Mellon worth $395K as of Q2 2026.
  • Waterloo Capital bought 163 Bank of New York Mellon shares in Q2 2026, an estimated $22.3K.
  • Bank of New York Mellon made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #400 holding.
  • Waterloo Capital first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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