Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$95,587
+$17,173 QoQ
Shares Held
661
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,672
of 1,868 holders
Holding Since
Jun 2024
9 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, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. BNY ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
661 | $95,587 |
All Filings in BNY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,587 | 661 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $78,414 | 661 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $76,735 | 661 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $77,252 | 709 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,596 | 709 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,560 | 579 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,565 | 541 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,876 | 541 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,400 | 541 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||