Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,818,326
+$307,099 QoQ
Shares Held
12,574
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#736
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. BNY ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,326 | 12,574 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,511,227 | 12,739 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,469,002 | 12,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,378,779 | 12,654 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,152,905 | 12,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,061,290 | 12,654 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $972,206 | 12,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $986,350 | 13,726 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $744,732 | 12,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $716,447 | 12,434 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $727,190 | 13,971 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $333,395 | 7,817 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $758,798 | 17,044 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $774,524 | 17,045 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $775,842 | 17,044 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $664,238 | 17,244 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $719,163 | 17,242 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $855,670 | 17,241 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,001,357 | 17,241 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $893,721 | 17,240 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $878,030 | 17,139 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $810,456 | 17,138 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $727,294 | 17,137 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $588,381 | 17,134 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $662,190 | 17,133 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $577,005 | 17,132 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||