Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,090,337
+$401,402 QoQ
Shares Held
14,455
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#707
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. BNY ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,447 | $20,768,106 | |
| 2 | BAC |
Bank Of America Corp /De/
|
117,344 | $6,686,261 | |
| 3 | C |
Citigroup Inc
|
17,534 | $2,454,058 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
14,455 | $2,090,337 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
20,566 | $1,699,574 | |
| 6 | TD |
Toronto Dominion Bank
|
8,865 | $1,076,476 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,337 | 14,455 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,688,935 | 14,237 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,041,326 | 17,584 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,906,255 | 17,495 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,573,743 | 17,273 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,375,300 | 16,398 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,300,117 | 16,922 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,033,849 | 14,387 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,000,342 | 16,703 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $645,574 | 11,204 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $561,827 | 10,794 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $460,449 | 10,796 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $580,451 | 13,038 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $587,493 | 12,929 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $539,275 | 11,847 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $453,881 | 11,783 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $498,809 | 11,959 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $634,519 | 12,785 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $732,156 | 12,606 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $660,389 | 12,739 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $482,227 | 9,413 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $445,140 | 9,413 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $346,267 | 8,159 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $332,582 | 9,685 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $230,083 | 5,953 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $415,712 | 12,343 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||