TD PRIVATE CLIENT WEALTH LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1551017
NEW YORK, NY
Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$911,766
+$241,982 QoQ
Shares Held
6,305
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#960
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. BNY ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
|
11,624 | $312,220 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,766 | 6,305 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $669,784 | 5,646 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $622,358 | 5,361 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $572,040 | 5,250 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $436,963 | 4,796 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $294,886 | 3,516 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $173,251 | 2,255 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $166,427 | 2,316 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $135,051 | 2,255 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $121,117 | 2,102 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $93,742 | 1,801 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $35,314 | 828 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $39,889 | 896 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $47,530 | 1,046 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $53,076 | 1,166 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $62,672 | 1,627 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $55,349 | 1,327 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $100,848 | 2,032 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $80,905 | 1,393 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $74,701 | 1,441 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $72,080 | 1,407 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $77,508 | 1,639 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $75,288 | 1,774 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $52,196 | 1,520 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $66,400 | 1,718 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $85,210 | 2,530 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||