Position in BNY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$217,782
New position
Shares Held
1,506
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,572
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. BNY ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,948 | $4,892,928 | |
| 2 | BAC |
Bank Of America Corp /De/
|
36,416 | $2,074,983 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,054 | $913,502 | |
| 4 | RY |
Royal Bank Of Canada
|
3,478 | $719,841 | |
| 5 | C |
Citigroup Inc
|
4,577 | $640,596 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
1,506 | $217,782 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,609 | $174,004 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,782 | 1,506 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||