Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,421,494
+$383,075 QoQ
Shares Held
16,745
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#665
of 1,864 holders
Holding Since
Jun 2021
21 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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. BNY ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in BNY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,421,494 | 16,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,038,419 | 17,183 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,952,285 | 16,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,547,340 | 14,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,284,833 | 14,102 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,183,321 | 14,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,018,074 | 13,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,020,412 | 14,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $795,518 | 13,283 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $742,894 | 12,893 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $594,567 | 11,423 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $569,633 | 13,356 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $572,571 | 12,861 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $414,003 | 9,111 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $491,206 | 10,791 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $432,733 | 11,234 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $339,477 | 8,139 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $397,536 | 8,010 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $473,932 | 8,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,395 | 7,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $484,943 | 9,466 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||