Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$307,296
+$55,208 QoQ
Shares Held
2,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,414
of 1,868 holders
Holding Since
Sep 2025
4 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, 2026Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. BNY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
70,456 | $8,555,472 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,704 | $7,104,370 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,020 | $4,616,519 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,850 | $814,004 | |
| 5 | C |
Citigroup Inc
|
3,966 | $555,081 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
2,125 | $307,296 |
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,296 | 2,125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $252,088 | 2,125 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $246,691 | 2,125 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,540 | 2,125 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||