Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$803,019
+$397,779 QoQ
Shares Held
5,553
+62.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,007
of 1,868 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. BNY ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,143 | $6,266,078 | |
| 2 | BAC |
Bank Of America Corp /De/
|
42,208 | $2,405,011 | |
| 3 | C |
Citigroup Inc
|
7,737 | $1,082,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,550 | $954,492 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
5,553 | $803,019 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,968 | $377,317 | |
| 7 | UBS |
UBS Group AG
|
6,613 | $327,740 | |
| 8 | RY |
Royal Bank Of Canada
|
1,467 | $303,624 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,019 | 5,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $405,240 | 3,416 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $387,392 | 3,337 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $375,585 | 3,447 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $307,860 | 3,379 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $294,970 | 3,517 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $212,665 | 2,768 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||