VestGen Investment Management
Position in BNY — Bank of New York Mellon Corp
CIK 1511739
EGG HARBOR TOWNSHIP, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,339,811
+$198,710 QoQ
Shares Held
9,265
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#828
of 1,878 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VestGen Investment Management holds $3,326,802 across 5 Banks - Diversified names. BNY ranks #1 (40.3% of the industry book) .
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,811 | 9,265 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,141,101 | 9,619 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,135,592 | 9,782 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,023,679 | 9,395 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $797,485 | 8,753 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $721,785 | 8,606 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $692,622 | 9,015 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||