Wolf Group Capital Advisors
- SEC CIK
- 0001579111
- Latest filing
- Apr 18, 2025
BNY holding history
Bank of New York Mellon Corp in every 13F filed by Wolf Group Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BNY overviewAll 13F holders of BNYFull Q1 2025 holdings
- Shares (Q1 2025)
- 27,621
- Value
- $2.32M
- % of portfolio
- 0.8%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 27,621 | $2.32M | 0.8% | −7,130−20.5% | Reduced | Holders |
| Q4 2024 | 34,751 | $1.55M | 0.8% | 00.0% | Unchanged | Holders |
| Q3 2024 | 34,751 | $1.55M | 0.7% | +4,591+15.2% | Added | Holders |
| Q2 2024 | 30,160 | $1.81M | 0.7% | −4,591−13.2% | Reduced | Holders |
| Q1 2024 | 34,751 | $1.55M | 0.7% | 00.0% | Unchanged | Holders |
| Q4 2023 | 34,751 | $1.55M | 0.7% | +734+2.2% | Added | Holders |
| Q3 2023 | 34,017 | $1.45M | 0.7% | −734−2.1% | Reduced | Holders |
| Q2 2023 | 34,751 | $1.43M | 0.7% | −1,166−3.2% | Reduced | Holders |
| Q1 2023 | 35,917 | $1.63M | 0.8% | −805−2.2% | Reduced | Holders |
| Q4 2022 | 36,722 | $1.67M | 0.8% | +36,722 | New | Holders |