Chicago Partners Investment Group LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1563525
CHICAGO, IL
Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,916,950
+$830,893 QoQ
Shares Held
13,256
+44.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#725
of 1,868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. BNY ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,950 | 13,256 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,086,057 | 9,155 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $859,646 | 7,405 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $728,397 | 6,685 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $471,585 | 5,176 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $331,118 | 3,948 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||