Summit Global Investments

Position in BNY — Bank of New York Mellon Corp

CIK 1697953 BOUNTIFUL, UT

Position in BNY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,588,685

+$618,648 QoQ

Shares Held

10,986

+34.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#773

of 1,868 holders

Holding Since

Mar 2023

12 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. BNY ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	16,542	$5,414,692
2	C	Citigroup Inc	28,065	$3,927,977
3	BAC	Bank Of America Corp /De/	67,455	$3,843,585
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	78,692	$1,972,021
5	BNY	Bank of New York Mellon Corp This page	10,986	$1,588,685
6	WFC	Wells Fargo & Company/Mn	13,886	$1,147,539
7	RY	Royal Bank Of Canada	4,409	$912,530
8	HSBC	Hsbc Holdings PLC	7,323	$696,344

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,685	10,986	+34.4%	Shares	Sole	2026-08-03
2026-03-31	$970,037	8,177	-35.5%	Shares	Sole	2026-05-07
2025-12-31	$1,471,440	12,675	-25.3%	Shares	Sole	2026-02-18
2025-09-30	$1,849,160	16,971	+10.8%	Shares	Sole	2025-11-03
2025-06-30	$1,394,894	15,310	-68.7%	Shares	Sole	2025-08-12
2025-03-31	$4,097,384	48,854	+244.2%	Shares	Sole	2025-04-07
2024-09-30	$1,019,908	14,193	-19.2%	Shares	Sole	2024-10-31
2024-06-30	$1,052,027	17,566	-32.5%	Shares	Sole	2024-07-22
2024-03-31	$1,499,906	26,031	+290.0%	Shares	Sole	2024-04-29
2023-09-30	$284,688	6,675	-97.0%	Shares	Sole	2023-10-16
2023-06-30	$10,051,770	225,781	-1.8%	Shares	Sole	2023-07-19
2023-03-31	$10,445,656	229,878	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.