Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$966,428
+$314,675 QoQ
Shares Held
6,683
+21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#944
of 1,868 holders
Holding Since
Jun 2020
25 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, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. BNY ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,428 | 6,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $651,753 | 5,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,466 | 4,423 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $558,311 | 5,124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,138 | 5,215 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $228,881 | 2,729 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $163,494 | 2,128 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $149,899 | 2,086 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $115,887 | 1,935 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $95,591 | 1,659 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $22,537 | 433 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $18,040 | 423 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,462 | 527 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,175 | 422 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,209 | 422 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,896 | 205 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,550 | 205 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,124 | 204 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $11,848 | 204 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,695 | 52 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,612 | 51 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,849 | 314 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,241 | 312 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,751 | 51 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,777 | 46 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||