Position in BNY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,407,489
+$245,153 QoQ
Shares Held
9,733
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#814
of 1,868 holders
Holding Since
Mar 2020
24 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, 2026CX Institutional holds $17,329,190 across 17 Banks - Diversified names. BNY ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,458 | $9,642,487 | |
| 2 | C |
Citigroup Inc
|
14,139 | $1,978,894 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,279 | $1,953,217 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
18,127 | $1,498,015 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
9,733 | $1,407,489 | |
| 6 | RY |
Royal Bank Of Canada
|
1,819 | $376,478 | |
| 7 | TD |
Toronto Dominion Bank
|
2,138 | $259,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
554 | $97,891 |
All Filings in BNY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,489 | 9,733 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,162,336 | 9,798 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,110,516 | 9,566 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,009,514 | 9,265 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $836,116 | 9,177 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $720,946 | 8,596 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $659,816 | 8,588 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $606,139 | 8,435 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $499,362 | 8,338 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $480,550 | 8,340 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $340,250 | 6,537 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $332,456 | 7,795 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $331,941 | 7,456 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $290,816 | 6,400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $305,393 | 6,709 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $137,684 | 3,301 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $205,071 | 4,132 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $195,903 | 3,779 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $182,993 | 3,572 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $171,000 | 3,616 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,421,668 | 57,061 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,526,187 | 73,564 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,026,380 | 52,429 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,512,232 | 44,900 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||