Position in BNY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$43,082,501
+$363,703 QoQ
Shares Held
363,167
-1.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Derivatives in BNY
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$144,050
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $1,559,515,965 across 18 Banks - Diversified names. BNY ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,662,407 | $783,173,643 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,574,113 | $320,488,008 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,233,708 | $257,435,493 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
363,167 | $43,082,501 | |
| 5 | C |
Citigroup Inc
|
342,463 | $38,838,728 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
255,494 | $21,075,700 | |
| 7 | ING |
Ing Groep NV
|
722,302 | $18,815,967 | |
| 8 | TD |
Toronto Dominion Bank
|
186,298 | $17,383,466 |
All Filings in BNY
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,082,501 | 363,167 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $42,718,798 | 367,980 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,287,742 | 369,748 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $35,087,827 | 385,115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,750,396 | 390,490 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,264,201 | 406,927 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,453,091 | 326,372 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,493,120 | 141,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $144,050 | 2,500 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $7,325,172 | 127,129 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $286,275 | 5,500 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $17,744,521 | 340,913 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,515,899 | 363,796 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,796,311 | 332,352 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,343,863 | 315,666 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $227,200 | 5,000 | Put | Sole | 2023-05-12 | |
| 2022-12-31 | $1,365 | 30 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $16,717,948 | 367,266 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,348 | 35 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $7,438,366 | 193,104 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,963,982 | 190,937 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $125,130 | 3,000 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $9,462,703 | 190,665 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $992 | 20 | Put | Sole | 2022-05-12 | |
| 2021-12-31 | $11,132,019 | 191,667 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,332,133 | 180,018 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,849,572 | 172,742 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,049,514 | 170,216 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $2,364 | 50 | Put | Sole | 2021-05-10 | |
| 2020-12-31 | $3,852,788 | 90,782 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $2,122 | 50 | Put | Sole | 2021-02-10 | |
| 2020-09-30 | $171,700 | 5,000 | Put | Sole | 2020-11-13 | |
| 2020-09-30 | $2,415,647 | 70,345 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,570,070 | 66,496 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,292,905 | 186,844 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||