Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,515
New position
Shares Held
1,435
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,600
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. BNY ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,515 | 1,435 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||