Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,719,452
+$12,223,372 QoQ
Shares Held
502,866
-1.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#116
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. BNY ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,412 | $3,272,237 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,719,452 | 502,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $60,496,080 | 509,956 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $59,858,209 | 515,619 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $56,759,552 | 520,921 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $46,750,636 | 513,123 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,804,096 | 486,516 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,282,909 | 433,202 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,878,995 | 26,148 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,712,614 | 28,596 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $987,549 | 17,139 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $887,140 | 17,044 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $740,062 | 17,352 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $699,498 | 15,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $720,451 | 15,855 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $88,913 | 17,208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $597,714 | 15,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $629,904 | 15,102 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $726,930 | 14,647 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $874,278 | 15,053 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $760,181 | 14,664 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $756,513 | 14,767 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $647,116 | 13,684 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $454,150 | 10,701 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $546,143 | 15,904 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $644,488 | 16,675 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $894,540 | 26,560 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||