Position in BNY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$682,414
+$112,160 QoQ
Shares Held
4,719
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,059
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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. BNY ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,414 | 4,719 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $570,254 | 4,807 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $544,113 | 4,687 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $516,797 | 4,743 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $431,679 | 4,738 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $353,176 | 4,211 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $322,609 | 4,199 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $301,308 | 4,193 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $250,220 | 4,178 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $241,024 | 4,183 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $220,379 | 4,234 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $177,296 | 4,157 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $183,778 | 4,128 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $188,485 | 4,148 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $187,633 | 4,122 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $162,323 | 4,214 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $154,702 | 3,709 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $188,445 | 3,797 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $212,688 | 3,662 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $185,224 | 3,573 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $182,788 | 3,568 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $172,419 | 3,646 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $154,439 | 3,639 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $124,722 | 3,632 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $140,106 | 3,625 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $121,854 | 3,618 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||