Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,579,553
+$1,094,069 QoQ
Shares Held
17,838
+42.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#648
of 1,867 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. BNY ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in BNY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,579,553 | 17,838 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,485,484 | 12,522 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,601,576 | 22,410 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,118,653 | 28,622 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $749,106 | 8,222 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $707,695 | 8,438 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $839,214 | 10,923 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $719,534 | 10,013 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $710,475 | 11,863 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $663,033 | 11,507 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $185,141 | 3,557 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $69,476 | 1,629 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $23,862 | 536 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $22,083 | 486 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $25,582 | 562 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $24,537 | 637 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $22,314 | 535 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $24,417 | 492 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $28,226 | 486 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $23,690 | 457 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $72,746 | 1,420 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||