Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$571,787
+$231,913 QoQ
Shares Held
3,954
+38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,137
of 1,867 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $25,995,745 across 6 Banks - Diversified names. BNY ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,261 | $11,214,652 | |
| 2 | BAC |
Bank Of America Corp /De/
|
111,611 | $6,359,594 | |
| 3 | C |
Citigroup Inc
|
34,632 | $4,847,094 | |
| 4 | UBS |
UBS Group AG
|
30,541 | $1,513,611 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,018 | $1,489,007 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
3,954 | $571,787 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,787 | 3,954 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $339,874 | 2,865 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $333,293 | 2,871 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $312,823 | 2,871 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $645,379 | 7,695 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $591,205 | 7,695 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $552,961 | 7,695 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $463,308 | 7,736 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $454,103 | 7,881 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $425,508 | 8,175 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $370,244 | 8,681 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $367,957 | 8,265 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $629,570 | 13,855 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $677,838 | 14,891 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $499,142 | 12,958 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $523,918 | 12,561 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $526,523 | 10,609 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $569,473 | 9,805 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $469,514 | 9,057 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $451,079 | 8,805 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $389,622 | 8,239 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $333,790 | 7,865 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $206,040 | 6,000 | Shares | Other | 2020-10-08 | |
| 2020-06-30 | $231,900 | 6,000 | Shares | Other | 2020-07-13 | |
| 2020-03-31 | $203,865 | 6,053 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||