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North Capital, Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 2065938 SALT LAKE CITY, UT

Position in BNY

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$607,940
-$32,068 QoQ
Shares Held
4,204
-22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,112
of 1,868 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BNY Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

North Capital, Inc. holds $2,806,353 across 5 Banks - Diversified names. BNY ranks #2 (21.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BNY
Bank of New York Mellon Corp
This page
4,204 $607,940

All Filings in BNY

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $607,940 4,204
2026-03-31 $640,008 5,395
2025-09-30 $16,670 153
2025-06-30 $13,028 143
2025-03-31 $11,993 143