Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$437,879
+$78,668 QoQ
Shares Held
3,028
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,257
of 1,867 holders
Holding Since
Dec 2021
11 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, 2026Oliver Luxxe Assets LLC holds $29,635,930 across 5 Banks - Diversified names. BNY ranks #5 (1.5% of the industry book) .
All Filings in BNY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,879 | 3,028 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $359,211 | 3,028 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $350,359 | 3,018 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $328,841 | 3,018 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $274,969 | 3,018 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $253,119 | 3,018 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $231,872 | 3,018 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $216,873 | 3,018 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $225,964 | 3,773 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,400 | 3,773 | Shares | Sole | 2024-04-18 | |
| 2021-12-31 | $219,135 | 3,773 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||