Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,337,642
+$247,196 QoQ
Shares Held
9,250
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#826
of 1,868 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $144,554,679 across 9 Banks - Diversified names. BNY ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
301,725 | $98,763,643 | |
| 2 | C |
Citigroup Inc
|
202,160 | $28,294,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
207,329 | $11,813,605 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
27,735 | $2,292,020 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
9,250 | $1,337,642 | |
| 6 | RY |
Royal Bank Of Canada
|
5,198 | $1,075,830 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,532 | $489,471 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,531 | $335,762 |
All Filings in BNY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,642 | 9,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,090,446 | 9,192 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,392,847 | 11,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,252,168 | 11,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,039,109 | 11,405 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $716,416 | 8,542 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $634,769 | 8,262 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $478,946 | 6,665 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $382,936 | 6,394 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $344,682 | 5,982 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $212,416 | 4,081 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||