Position in BNY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$365,250,499
-$20,126,623 QoQ
Shares Held
3,078,905
-7.3% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.25658797527042.ToString("F0")%
Shared 0.ToString("F0")%
None 41.74341202472957.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Derivatives in BNY
reported options exposure · as of Mar 31, 2026CallValue
$7,710,950
CallShares
65,000
PutValue
$7,817,717
PutShares
65,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. BNY ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in BNY
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,710,950 | 65,000 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $7,817,717 | 65,900 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $365,250,499 | 3,078,905 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $11,098,204 | 95,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $385,377,122 | 3,319,641 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $13,628,966 | 117,400 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $355,194,125 | 3,259,858 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $12,791,904 | 117,400 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $10,416,576 | 95,600 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $289,757,041 | 3,180,299 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $4,956,384 | 54,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $5,329,935 | 58,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $5,795,417 | 69,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $300,406,821 | 3,581,815 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $13,679,197 | 163,100 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $17,394,312 | 226,400 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $336,549,433 | 4,380,443 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $20,528,976 | 267,200 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $18,082,850 | 251,640 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $9,880,750 | 137,500 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $163,545,236 | 2,275,887 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,635,975 | 127,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $120,402,913 | 2,010,401 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $8,468,446 | 141,400 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $13,010,596 | 225,800 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $12,209,678 | 211,900 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $116,997,177 | 2,030,496 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $32,302,230 | 620,600 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $69,266,369 | 1,330,766 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $30,584,580 | 587,600 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $20,796,140 | 487,600 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $22,203,590 | 520,600 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $59,357,880 | 1,391,744 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $66,942,674 | 1,503,654 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $21,707,952 | 487,600 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $23,177,112 | 520,600 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $20,111,744 | 442,600 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $20,811,520 | 458,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $69,891,398 | 1,538,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $81,558,865 | 1,791,715 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $5,439,640 | 119,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $6,227,136 | 136,800 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $2,553,876 | 66,300 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $3,208,716 | 83,300 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $46,844,555 | 1,216,110 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,474,443 | 83,300 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $1,885,292 | 45,200 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $53,491,863 | 1,282,471 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,821,510 | 77,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $66,054,152 | 1,330,932 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||