BALDWIN WEALTH PARTNERS LLC/MA
Position in BNY — Bank of New York Mellon Corp
CIK 1021258
Marion, MA
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,447,090
+$418,636 QoQ
Shares Held
16,922
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#663
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. BNY ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,762 | $202,630 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,447,090 | 16,922 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,028,454 | 17,099 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,045,157 | 17,617 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,919,548 | 17,617 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,605,084 | 17,617 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,440,634 | 17,177 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,319,708 | 17,177 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,259,849 | 17,532 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,039,390 | 17,355 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $999,995 | 17,355 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $908,012 | 17,445 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $747,057 | 17,516 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $779,812 | 17,516 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $795,927 | 17,516 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $810,984 | 17,816 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $19,876 | 516 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $21,522 | 516 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $25,609 | 516 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $29,969 | 516 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $26,749 | 516 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $26,434 | 516 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $131,277 | 2,776 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $117,813 | 2,776 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $143,060 | 4,166 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $161,015 | 4,166 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $144,386 | 4,287 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||