Position in BNY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,907
+$2,858 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,779
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, 2026ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. BNY ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,799 | $2,880,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,925 | $241,722 | |
| 4 | BCS |
Barclays PLC
|
6,105 | $163,980 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
233 | $22,155 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
110 | $15,907 | |
| 7 | TD |
Toronto Dominion Bank
|
2 | $242 |
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,907 | 110 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,049 | 110 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $24,378 | 210 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,881 | 210 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $19,133 | 210 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $17,612 | 210 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,134 | 210 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,186 | 100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,989 | 100 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,524 | 200 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $18,477 | 355 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $15,140 | 355 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $15,804 | 355 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,131 | 355 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $16,159 | 355 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,674 | 355 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $44,004 | 1,055 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $52,359 | 1,055 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $61,274 | 1,055 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $54,691 | 1,055 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $54,047 | 1,055 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $54,572 | 1,154 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $57,506 | 1,355 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $46,530 | 1,355 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $52,370 | 1,355 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $45,636 | 1,355 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||