Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,610
+$6,936 QoQ
Shares Held
267
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,732
of 1,868 holders
Holding Since
Mar 2020
20 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, 2026Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. BNY ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
123,143 | $40,308,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,025 | $1,254,984 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
22,288 | $558,537 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,927 | $240,317 | |
| 5 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 6 | C |
Citigroup Inc
|
431 | $60,322 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
267 | $38,610 | |
| 8 | SAN |
Banco Santander, S.A.
|
400 | $5,520 |
All Filings in BNY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,610 | 267 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,674 | 267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,996 | 267 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $10,371 | 180 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $395,007 | 7,589 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $336,465 | 7,889 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $351,218 | 7,889 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $358,476 | 7,889 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $359,107 | 7,889 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $303,884 | 7,889 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $329,050 | 7,889 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $391,531 | 7,889 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $458,193 | 7,889 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $408,965 | 7,889 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $404,153 | 7,889 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $588,996 | 12,455 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $528,590 | 12,455 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $24,038 | 700 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $27,055 | 700 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $23,576 | 700 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||