Position in BNY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,905,097
+$2,033,031 QoQ
Shares Held
103,071
-5.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#291
of 1,868 holders
Holding Since
Mar 2020
22 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. BNY ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in BNY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,905,097 | 103,071 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,872,066 | 108,506 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,072,083 | 103,989 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,888,045 | 99,927 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,438,152 | 92,615 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,080,808 | 84,426 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,238,672 | 81,201 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,379,870 | 74,866 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,011,535 | 83,679 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,744,603 | 82,343 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,658,021 | 70,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,851,180 | 43,404 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,904,921 | 42,788 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,185,936 | 48,106 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,754,704 | 38,548 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,498,158 | 38,893 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,396,742 | 33,487 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,793,231 | 36,132 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,984,245 | 34,164 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,105,539 | 21,326 | Shares | Sole | 2021-11-16 | |
| 2020-09-30 | $1,049,190 | 30,553 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $559,155 | 16,602 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||