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CAPTRUST FINANCIAL ADVISORS: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on BNY, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 526,506 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,506 shares
    Change vs previous 13F -305,139 shares

    0.12% of the 13F portfolio, value $76,137,978.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 831,645 shares
    Change vs previous 13F +19,520 shares

    0.17% of the 13F portfolio, value $98,653,056.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 812,125 shares
    Change vs previous 13F +775 shares

    0.18% of the 13F portfolio, value $94,279,563.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 811,350 shares
    Change vs previous 13F +4,973 shares

    0.18% of the 13F portfolio, value $88,404,658.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 806,377 shares
    Change vs previous 13F +1,825 shares

    0.16% of the 13F portfolio, value $73,469,050.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 804,552 shares
    Change vs previous 13F -1,518 shares

    0.17% of the 13F portfolio, value $67,477,804.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 806,070 shares
    Change vs previous 13F +489 shares

    0.18% of the 13F portfolio, value $61,930,345.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 805,581 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $57,889,026.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).