Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,311,034
+$223,909 QoQ
Shares Held
9,066
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#836
of 1,868 holders
Holding Since
Sep 2021
20 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, 2026BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. BNY ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,347 | $3,714,213 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
9,066 | $1,311,034 | |
| 3 | C |
Citigroup Inc
|
7,996 | $1,119,120 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,954 | $951,127 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,614 | $533,835 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,993 | $329,954 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,438 | $284,116 | |
| 8 | BAC |
Bank Of America Corp /De/
|
4,899 | $279,145 |
All Filings in BNY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,034 | 9,066 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,087,125 | 9,164 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,035,754 | 8,922 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $945,663 | 8,679 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $470,309 | 5,162 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $415,408 | 4,953 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $528,359 | 6,877 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $490,085 | 6,820 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $649,507 | 10,845 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $634,511 | 11,012 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $634,125 | 12,183 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $498,749 | 11,694 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $463,675 | 10,415 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $473,439 | 10,419 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $452,468 | 9,940 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,929 | 11,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $413,721 | 9,919 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $498,632 | 10,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $546,765 | 9,414 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $288,645 | 5,568 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||