Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,248,712
-$3,038,763 QoQ
Shares Held
98,532
-32.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#305
of 1,867 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $76,063,205 across 8 Banks - Diversified names. BNY ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
549,932 | $31,335,125 | |
| 2 | BNY |
Bank of New York Mellon Corp
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|
98,532 | $14,248,712 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
38,456 | $12,587,802 | |
| 4 | C |
Citigroup Inc
|
85,779 | $12,005,628 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
56,071 | $4,633,707 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,125 | $639,607 | |
| 7 | TD |
Toronto Dominion Bank
|
3,235 | $392,826 | |
| 8 | UBS |
UBS Group AG
|
4,435 | $219,798 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,248,712 | 98,532 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,287,475 | 145,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,848,838 | 136,522 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,558,799 | 133,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,481,137 | 169,917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,174,359 | 395,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,014,118 | 143,357 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,286,044 | 157,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,212,495 | 237,310 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,112,184 | 210,208 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,404,363 | 219,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,555,390 | 153,702 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,309,536 | 96,800 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $672,512 | 14,800 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,944 | 4,700 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $233,261 | 4,700 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $301,435 | 5,190 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $269,049 | 5,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $281,303 | 5,491 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $259,669 | 5,491 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $233,038 | 5,491 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $223,087 | 5,772 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $204,033 | 6,058 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||