GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1321993
WESTBOROUGH, MA
Position in BNY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,783,531
+$1,358,752 QoQ
Shares Held
39,994
+7.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#453
of 1,878 holders
Holding Since
Mar 2024
10 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. BNY ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,783,531 | 39,994 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,424,779 | 37,299 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $5,142,903 | 44,301 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,832,994 | 35,178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $565,701 | 6,209 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $504,310 | 6,013 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $448,840 | 5,842 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $415,853 | 5,787 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $345,205 | 5,764 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $334,253 | 5,801 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||