Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,660,845
+$173,344 QoQ
Shares Held
11,485
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#765
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026Wealthstar Advisors, LLC holds $5,051,306 across 4 Banks - Diversified names. BNY ranks #2 (32.9% of the industry book) .
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,660,845 | 11,485 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,487,501 | 12,539 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $637,101 | 5,488 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $595,248 | 5,463 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $632,394 | 6,941 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $586,419 | 6,992 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||