Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$730,425
+$131,225 QoQ
Shares Held
5,051
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,039
of 1,868 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $42,186,747 across 15 Banks - Diversified names. BNY ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
91,710 | $30,019,434 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,706 | $8,245,347 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,151 | $2,904,878 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
5,051 | $730,425 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,424 | $160,985 | |
| 6 | C |
Citigroup Inc
|
549 | $76,838 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,195 | $16,491 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
79 | $13,959 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,425 | 5,051 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $599,200 | 5,051 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $585,674 | 5,045 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $549,703 | 5,045 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $459,649 | 5,045 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $423,124 | 5,045 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $387,607 | 5,045 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $362,533 | 5,045 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $282,501 | 4,717 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $271,793 | 4,717 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $245,519 | 4,717 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $215,169 | 5,045 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $224,603 | 5,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $229,244 | 5,045 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $229,648 | 5,045 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $194,333 | 5,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $205,463 | 4,926 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $234,104 | 4,717 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $273,963 | 4,717 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $244,529 | 4,717 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $241,651 | 4,717 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $223,066 | 4,717 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $200,189 | 4,717 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||