Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$450,893
+$93,936 QoQ
Shares Held
3,118
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,240
of 1,867 holders
Holding Since
Mar 2020
6 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, 2026Roundview Capital LLC holds $27,803,532 across 6 Banks - Diversified names. BNY ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
65,218 | $21,347,807 | |
| 2 | BAC |
Bank Of America Corp /De/
|
88,845 | $5,062,388 | |
| 3 | UBS |
UBS Group AG
|
10,022 | $496,690 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
3,118 | $450,893 | |
| 5 | C |
Citigroup Inc
|
1,730 | $242,130 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,464 | $203,624 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,893 | 3,118 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $356,957 | 3,009 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $367,424 | 3,165 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $267,714 | 2,457 | Shares | Sole | 2025-11-12 | |
| 2020-06-30 | $236,769 | 6,126 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,321 | 6,601 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||