Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$414,741
+$59,682 QoQ
Shares Held
2,868
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,277
of 1,868 holders
Holding Since
Sep 2024
8 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, 2026Linscomb Wealth, Inc. holds $51,196,702 across 5 Banks - Diversified names. BNY ranks #4 (0.8% of the industry book) .
All Filings in BNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,741 | 2,868 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $355,059 | 2,993 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $376,131 | 3,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $344,313 | 3,160 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $284,627 | 3,124 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $273,500 | 3,261 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $217,966 | 2,837 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $203,866 | 2,837 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||