Position in BNY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$902,800
+$53,410 QoQ
Shares Held
6,243
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#966
of 1,878 holders
Holding Since
Mar 2020
19 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. BNY ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,800 | 6,243 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $849,390 | 7,160 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $693,289 | 5,972 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $650,382 | 5,969 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $550,395 | 6,041 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $507,748 | 6,054 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $456,370 | 5,940 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $319,920 | 4,452 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $275,434 | 4,599 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $521,749 | 9,055 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $97,489 | 1,873 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $85,513 | 2,005 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $93,402 | 2,098 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $104,966 | 2,310 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $59,676 | 1,311 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,540 | 689 | Shares | Sole | 2022-10-26 | |
| 2020-09-30 | $1,167 | 34 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $8,077 | 209 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $7,039 | 209 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||