Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$827,313
New position
Shares Held
5,721
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#997
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026USA FINANCIAL FORMULAS holds $1,387,572 across 2 Banks - Diversified names. BNY ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
5,721 | $827,313 | |
| 2 | C |
Citigroup Inc
|
4,003 | $560,259 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,313 | 5,721 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||