Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$470,705
+$74,363 QoQ
Shares Held
3,255
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,226
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, 2026JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. BNY ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,578 | $2,807,836 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,925 | $1,078,346 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,314 | $687,068 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
3,255 | $470,705 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
457 | $80,751 | |
| 6 | RY |
Royal Bank Of Canada
|
160 | $33,115 | |
| 7 | SAN |
Banco Santander, S.A.
|
703 | $9,701 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
361 | $8,512 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,705 | 3,255 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $396,342 | 3,341 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $513,930 | 4,427 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $456,215 | 4,187 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $445,254 | 4,887 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $437,549 | 5,217 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $530,357 | 6,903 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $535,428 | 7,451 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $463,309 | 7,736 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $445,748 | 7,736 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $402,658 | 7,736 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $334,973 | 7,854 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $349,660 | 7,854 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $356,885 | 7,854 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $357,514 | 7,854 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $302,536 | 7,854 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $293,513 | 7,037 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $382,548 | 7,708 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $447,622 | 7,707 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $399,479 | 7,706 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $394,727 | 7,705 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $326,632 | 6,907 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $275,860 | 6,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $223,175 | 6,499 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $251,147 | 6,498 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $218,818 | 6,497 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||