BOK Financial Private Wealth, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1317348
DENVER, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$50,179
+$17,912 QoQ
Shares Held
347
+27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,714
of 1,868 holders
Holding Since
Dec 2021
19 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, 2026BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. BNY ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,993 | $4,907,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,753 | $384,785 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
347 | $50,179 | |
| 4 | C |
Citigroup Inc
|
334 | $46,746 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
412 | $34,047 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
324 | $30,809 | |
| 7 | RY |
Royal Bank Of Canada
|
137 | $28,354 | |
| 8 | TD |
Toronto Dominion Bank
|
185 | $22,464 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,179 | 347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,267 | 272 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,576 | 272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $97,628 | 896 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $81,634 | 896 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $75,147 | 896 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $68,839 | 896 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $91,837 | 1,278 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,539 | 1,278 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $73,638 | 1,278 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $40,494 | 778 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $33,181 | 778 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $34,636 | 778 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,352 | 778 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $35,414 | 778 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $29,968 | 778 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $32,450 | 778 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $279,019 | 5,622 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $234,817 | 4,043 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||