Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$76,387,628
+$13,674,948 QoQ
Shares Held
528,232
-0.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#112
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026Vest Financial, LLC holds $299,261,811 across 5 Banks - Diversified names. BNY ranks #2 (25.5% of the industry book) .
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,387,628 | 528,232 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,712,680 | 528,641 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,361,809 | 494,115 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $54,243,556 | 497,830 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $45,636,360 | 500,893 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $43,093,076 | 513,808 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||