Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$277,651
-$98,132 QoQ
Shares Held
1,920
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,471
of 1,867 holders
Holding Since
Dec 2021
13 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, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. BNY ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in BNY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,651 | 1,920 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $375,783 | 3,237 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,243,996 | 11,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $956,381 | 10,497 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $777,055 | 9,265 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $674,260 | 8,776 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $621,876 | 8,654 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $500,500 | 8,357 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $407,488 | 7,072 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $364,766 | 7,008 | Shares | Sole | 2025-04-22 | |
| 2022-06-30 | $244,879 | 5,871 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $207,155 | 4,174 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $243,819 | 4,198 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||