Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,089,881
+$357,833 QoQ
Shares Held
21,367
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#612
of 1,867 holders
Holding Since
Dec 2021
19 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, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. BNY ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
4,868 | $860,175 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,881 | 21,367 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $2,732,048 | 23,030 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,243,671 | 19,327 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,969,233 | 18,073 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,036,467 | 11,376 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $885,582 | 10,559 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $799,415 | 10,405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $740,588 | 10,306 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $90,374 | 1,509 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $87,179 | 1,513 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $221,680 | 4,259 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $188,896 | 4,429 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $209,778 | 4,712 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $214,976 | 4,731 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $178,757 | 3,927 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $139,673 | 3,626 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $138,685 | 3,325 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $127,747 | 2,574 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $94,321 | 1,624 | Shares | Defined | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||