Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$734,618
+$132,334 QoQ
Shares Held
5,080
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,036
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. BNY ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,618 | 5,080 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $602,284 | 5,077 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $447,526 | 3,855 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $444,774 | 4,082 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $390,224 | 4,283 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $375,737 | 4,480 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $399,208 | 5,196 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $262,217 | 3,649 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $604,290 | 10,090 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $119,849 | 2,080 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $100,404 | 1,929 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $81,504 | 1,911 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $181,908 | 4,086 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $196,119 | 4,316 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $536 | 9,681 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $265,325 | 6,888 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $278,372 | 6,674 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $234,700 | 4,729 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $260,430 | 4,484 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $182,424 | 3,519 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $112,757 | 2,201 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $88,999 | 1,882 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $80,254 | 1,891 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $60,129 | 1,751 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $61,105 | 1,581 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $47,724 | 1,417 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||