Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,353,260
+$253,679 QoQ
Shares Held
9,358
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#820
of 1,868 holders
Holding Since
Dec 2021
18 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, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. BNY ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in BNY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,260 | 9,358 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,099,581 | 9,269 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,071,742 | 9,232 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $996,548 | 9,146 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $794,479 | 8,720 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $744,346 | 8,875 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $680,406 | 8,856 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $618,714 | 8,610 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $478,221 | 7,985 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $425,696 | 7,388 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $384,076 | 7,379 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $319,363 | 7,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $326,643 | 7,337 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $274,866 | 6,049 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $275,350 | 6,049 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $233,046 | 6,050 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $504,687 | 10,169 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $625,928 | 10,777 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||