Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,876,871
+$956,608 QoQ
Shares Held
19,894
+22.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#623
of 1,868 holders
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. BNY ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,876,871 | 19,894 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,920,263 | 16,187 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,353,840 | 20,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,709,691 | 15,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,456,757 | 15,989 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,245,469 | 14,850 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,132,474 | 14,740 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,048,868 | 14,596 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $581,891 | 9,716 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $615,381 | 10,680 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $503,583 | 9,675 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $408,075 | 9,568 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $397,296 | 8,924 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $387,466 | 8,527 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $482,466 | 10,599 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,742 | 9,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,424 | 7,874 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $499,426 | 10,063 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $542,699 | 9,344 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $451,370 | 8,707 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,456 | 6,509 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $717,767 | 15,178 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $310,024 | 7,305 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $232,962 | 6,784 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $248,996 | 7,393 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||