Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BNY — Bank of New York Mellon Corp
CIK 1510434
Seattle, WA
Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,924,089
+$5,285,436 QoQ
Shares Held
179,269
+3.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#7
of 280 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96.22689924080572.ToString("F0")%
Shared 0.ToString("F0")%
None 3.7731007591942833.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. BNY ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,555 | $29,641,367 | |
| 2 | BNY |
Bank of New York Mellon Corp
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|
179,269 | $25,924,089 | |
| 3 | BAC |
Bank Of America Corp /De/
|
114,822 | $6,542,557 | |
| 4 | C |
Citigroup Inc
|
24,112 | $3,374,715 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
56,231 | $3,345,744 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
35,315 | $2,918,431 | |
| 7 | SAN |
Banco Santander, S.A.
|
77,843 | $1,074,233 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
35,701 | $894,666 |
All Filings in BNY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,924,089 | 179,269 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $20,638,653 | 173,975 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,919,302 | 162,971 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $16,945,349 | 155,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,083,827 | 132,629 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,617,270 | 126,592 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $551,408 | 7,177 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $223,628 | 3,112 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $241,716 | 4,036 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $209,275 | 3,632 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||