Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,120,683
+$845,599 QoQ
Shares Held
21,580
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#608
of 1,868 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Donoghue Forlines LLC holds $3,922,233 across 2 Banks - Diversified names. BNY ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
21,580 | $3,120,683 | |
| 2 | C |
Citigroup Inc
|
5,727 | $801,550 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,120,683 | 21,580 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $2,275,084 | 20,880 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $3,554,539 | 46,265 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||