Position in BNY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$541,275
+$125,952 QoQ
Shares Held
3,743
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,159
of 1,868 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Composition Wealth, LLC holds $74,273,162 across 11 Banks - Diversified names. BNY ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
135,192 | $44,252,397 | |
| 2 | BAC |
Bank Of America Corp /De/
|
259,167 | $14,767,335 | |
| 3 | C |
Citigroup Inc
|
62,475 | $8,744,001 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
39,378 | $3,254,197 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
12,493 | $1,187,959 | |
| 6 | BNY |
Bank of New York Mellon Corp
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|
3,743 | $541,275 | |
| 7 | SAN |
Banco Santander, S.A.
|
32,991 | $455,275 | |
| 8 | RY |
Royal Bank Of Canada
|
1,970 | $407,730 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,275 | 3,743 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $415,323 | 3,501 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $385,767 | 3,323 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $351,069 | 3,222 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $223,219 | 2,450 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $236,175 | 3,074 | Shares | Sole | 2025-01-13 | |
| 2020-06-30 | $1,877,191 | 48,569 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||