Hartford Financial Management Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1352526
WEST HARTFORD, CT
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$40,490
-$8,860 QoQ
Shares Held
280
-32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,725
of 1,868 holders
Holding Since
Sep 2023
12 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, 2026Hartford Financial Management Inc. holds $13,481,636 across 7 Banks - Diversified names. BNY ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,642 | $9,375,385 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,307 | $3,379,312 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,400 | $528,896 | |
| 4 | C |
Citigroup Inc
|
721 | $100,911 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
280 | $40,490 | |
| 6 | ING |
Ing Groep NV
|
1,124 | $35,271 | |
| 7 | TD |
Toronto Dominion Bank
|
176 | $21,371 |
All Filings in BNY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,490 | 280 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $49,350 | 416 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $54,678 | 471 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $51,320 | 471 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $43,003 | 472 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $60,638 | 723 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $38,722 | 504 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $40,169 | 559 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $34,556 | 577 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $38,086 | 661 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $32,531 | 625 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $18,851 | 442 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||