Prospera Financial Services Inc
Position in BNY — Bank of New York Mellon Corp
CIK 1541625
Dallas, TX
Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,245,504
+$474,003 QoQ
Shares Held
15,528
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#685
of 1,868 holders
Holding Since
Sep 2020
16 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, 2026Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. BNY ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
229,858 | $75,239,419 | |
| 2 | BAC |
Bank Of America Corp /De/
|
373,611 | $21,288,354 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
164,152 | $13,565,521 | |
| 4 | C |
Citigroup Inc
|
77,583 | $10,858,516 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
29,125 | $2,769,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
15,528 | $2,245,504 | |
| 7 | RY |
Royal Bank Of Canada
|
8,087 | $1,673,766 | |
| 8 | ING |
Ing Groep NV
|
47,124 | $1,478,751 |
All Filings in BNY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,504 | 15,528 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,771,501 | 14,933 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,220,337 | 19,126 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,009,078 | 9,261 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $601,599 | 6,603 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $492,065 | 5,867 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $430,324 | 5,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $380,426 | 5,294 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $284,597 | 4,752 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $243,386 | 4,224 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $269,462 | 5,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,702 | 5,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $201,274 | 4,521 | Shares | Sole | 2023-08-08 | |
| 2022-06-30 | $6,423 | 154 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $37,123 | 748 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $8,172 | 238 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||