Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,473,403
+$1,055,518 QoQ
Shares Held
293,710
-15.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#162
of 1,868 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,422,377,196 across 18 Banks - Diversified names. BNY ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,913,920 | $953,813,433 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,345,544 | $190,629,097 | |
| 3 | C |
Citigroup Inc
|
577,512 | $80,828,579 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
833,739 | $68,900,190 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
293,710 | $42,473,403 | |
| 6 | RY |
Royal Bank Of Canada
|
184,927 | $38,274,341 | |
| 7 | BCS |
Barclays PLC
|
369,624 | $9,928,100 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
349,345 | $6,948,472 |
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,473,403 | 293,710 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $41,417,885 | 349,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,520,753 | 314,590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,902,328 | 44,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,267,113 | 35,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,887,140 | 34,424 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,562,203 | 33,349 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,733,119 | 24,118 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,735,851 | 28,984 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,827,418 | 31,715 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||