Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,155,215
+$7,602,247 QoQ
Shares Held
77,140
+157.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#353
of 1,878 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Edgestream Partners, L.P. holds $23,939,221 across 6 Banks - Diversified names. BNY ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
77,140 | $11,155,215 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
24,323 | $7,961,647 | |
| 3 | C |
Citigroup Inc
|
13,224 | $1,850,831 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,925 | $1,481,322 | |
| 5 | RY |
Royal Bank Of Canada
|
3,728 | $771,584 | |
| 6 | TD |
Toronto Dominion Bank
|
5,918 | $718,622 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,155,215 | 77,140 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,552,968 | 29,950 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,040,391 | 86,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,191,856 | 139,426 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,678,867 | 139,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,052,280 | 36,393 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,683,671 | 34,930 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $254,784 | 4,895 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,079,045 | 25,300 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $376,461 | 8,456 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,166,350 | 69,682 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $504,149 | 13,088 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,642,676 | 303,109 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,400,329 | 149,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $216,173 | 3,722 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,703,612 | 52,774 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,233,881 | 237,553 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,720,995 | 205,490 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,098,238 | 119,343 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||