Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$338,676
New position
Shares Held
2,342
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,374
of 1,867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. BNY ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,479 | $16,523,291 | |
| 2 | TD |
Toronto Dominion Bank
|
16,839 | $2,044,759 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,772 | $972,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,893 | $791,623 | |
| 5 | C |
Citigroup Inc
|
3,598 | $503,576 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
2,342 | $338,676 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,676 | 2,342 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||