Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,309,298
+$255,034 QoQ
Shares Held
9,054
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#837
of 1,868 holders
Holding Since
Sep 2021
19 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, 2026LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. BNY ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,362 | $10,265,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
53,203 | $3,031,506 | |
| 3 | C |
Citigroup Inc
|
18,929 | $2,649,302 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,234 | $2,399,501 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
9,054 | $1,309,298 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,383 | $1,271,251 | |
| 7 | ING |
Ing Groep NV
|
33,907 | $1,064,001 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,324 | $791,071 |
All Filings in BNY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,298 | 9,054 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,054,264 | 8,887 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $914,092 | 7,874 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,114,551 | 10,229 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,217,776 | 13,366 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,145,160 | 13,654 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,067,245 | 13,891 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,064,821 | 14,818 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $841,933 | 14,058 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $798,728 | 13,862 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $573,122 | 11,011 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $220,074 | 5,160 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $271,594 | 5,977 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $272,255 | 5,981 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $226,651 | 5,884 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $246,964 | 5,921 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $295,050 | 5,945 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $362,186 | 6,236 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $283,305 | 5,465 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||