Position in BNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,940,491
+$1,300,075 QoQ
Shares Held
68,740
-5.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#366
of 1,868 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. BNY ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,987 | $99,191 |
All Filings in BNY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,940,491 | 68,740 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,640,416 | 72,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,807,635 | 32,799 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,321,100 | 30,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,890,532 | 20,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,663,896 | 19,839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,520,235 | 19,787 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,408,024 | 19,594 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,233,374 | 20,594 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,244,419 | 21,597 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $749,936 | 14,408 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,020,827 | 23,935 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,024,405 | 23,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,147,087 | 25,244 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,164,219 | 25,576 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $289,362 | 7,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,446 | 6,460 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $277,240 | 5,348 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||