Position in BNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,734,285
+$497,991 QoQ
Shares Held
18,908
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#637
of 1,868 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Bridge, LLC holds $8,268,164 across 5 Banks - Diversified names. BNY ranks #2 (33.1% 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 | $2,734,285 | 18,908 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,236,294 | 18,851 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,042,719 | 17,596 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,834,668 | 16,838 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,529,554 | 16,788 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,408,009 | 16,788 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,254,480 | 16,328 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,178,000 | 16,393 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $118,282 | 1,975 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $112,070 | 1,945 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $99,883 | 1,919 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||