Gerber Kawasaki Wealth & Investment Management
Position in BNY — Bank of New York Mellon Corp
CIK 1666736
SANTA MONICA, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$364,127
+$78,704 QoQ
Shares Held
2,518
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,344
of 1,868 holders
Holding Since
Sep 2021
4 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, 2026Gerber Kawasaki Wealth & Investment Management holds $9,317,780 across 5 Banks - Diversified names. BNY ranks #4 (3.9% of the industry book) .
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,127 | 2,518 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $285,423 | 2,406 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $274,088 | 2,361 | Shares | Sole | 2026-02-13 | |
| 2021-09-30 | $86,728 | 1,673 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||