Pacific Center for Financial Services
Position in BNY — Bank of New York Mellon Corp
CIK 1698222
SAN RAMON, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$133,041
+$23,902 QoQ
Shares Held
920
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,644
of 1,868 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $2,832,848 across 6 Banks - Diversified names. BNY ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,126 | $1,023,233 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
10,848 | $896,478 | |
| 3 | C |
Citigroup Inc
|
3,289 | $460,328 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,394 | $307,350 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
920 | $133,041 | |
| 6 | RY |
Royal Bank Of Canada
|
60 | $12,418 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,041 | 920 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $109,139 | 920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $106,802 | 920 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $100,243 | 920 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $83,821 | 920 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $102,405 | 1,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $93,809 | 1,221 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $87,741 | 1,221 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $73,125 | 1,221 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $70,354 | 1,221 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $63,553 | 1,221 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $52,075 | 1,221 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $54,358 | 1,221 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $55,482 | 1,221 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $47,032 | 1,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,927 | 1,221 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $60,598 | 1,221 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $70,915 | 1,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $63,296 | 1,221 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $62,551 | 1,221 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,741 | 1,221 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $51,819 | 1,221 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $43,268 | 1,260 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $48,699 | 1,260 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $42,436 | 1,260 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||