FORA Capital, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1742435 MIAMI, FL

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$546,770

-$31,480 QoQ

Shares Held

3,781

-28.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,156

of 1,868 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FORA Capital, LLC holds $15,058,068 across 4 Banks - Diversified names. BNY ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	164,671	$9,382,953
2	JPM	Jpmorgan Chase & Co	8,849	$2,896,543
3	C	Citigroup Inc	15,946	$2,231,802
4	BNY	Bank of New York Mellon Corp This page	3,781	$546,770

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,770	3,781	-28.8%	Shares	Sole	2026-08-13
2025-09-30	$578,250	5,307	-53.6%	Shares	Sole	2025-11-13
2025-06-30	$1,041,751	11,434	-74.9%	Shares	Sole	2025-08-13
2025-03-31	$3,813,401	45,468	+813.4%	Shares	Sole	2025-05-14
2024-12-31	$382,459	4,978	-85.1%	Shares	Sole	2025-02-14
2023-03-31	$1,520,286	33,457	+14.8%	Shares	Sole	2023-05-12
2022-06-30	$1,215,763	29,148	-0.7%	Shares	Sole	2022-08-11
2020-03-31	$988,541	29,351	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.