Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,566,407
+$6,705,221 QoQ
Shares Held
59,238
+277.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#389
of 1,868 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. BNY ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in BNY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,566,407 | 59,238 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,861,186 | 15,689 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,814,138 | 15,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,697,012 | 33,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,294,308 | 14,206 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,235,572 | 14,732 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $892,610 | 11,618 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $72,075 | 1,003 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $41,743 | 697 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $11,979 | 311 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,971 | 311 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $15,434 | 311 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,062 | 311 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $16,122 | 311 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||