Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$674,750
+$67,839 QoQ
Shares Held
4,666
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,062
of 1,867 holders
Holding Since
Mar 2024
10 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, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. BNY ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,062 | $401,055 |
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,750 | 4,666 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $606,911 | 5,116 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $567,564 | 4,889 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $539,460 | 4,951 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $580,826 | 6,375 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $377,079 | 4,496 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $384,841 | 5,009 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $360,162 | 5,012 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $334,305 | 5,582 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $268,682 | 4,663 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||