Global Retirement Partners, LLC
PensionPosition in BNY — Bank of New York Mellon Corp
CIK 1749744
San Rafael, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,688,878
+$1,404,343 QoQ
Shares Held
18,594
+68.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#640
of 1,868 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. BNY ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in BNY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688,878 | 18,594 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,284,535 | 11,065 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $576,616 | 5,292 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $485,069 | 5,324 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $492,326 | 6,408 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $389,696 | 5,423 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $319,632 | 5,337 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $238,777 | 4,144 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $209,449 | 4,024 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $113,278 | 2,656 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $145,046 | 3,258 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $181,214 | 3,988 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $49,434 | 1,086 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $56,085 | 1,456 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $64,817 | 1,554 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $69,581 | 1,402 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $63,504 | 1,225 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $61,424 | 1,199 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $55,471 | 1,173 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $49,739 | 1,172 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $28,124 | 819 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $30,958 | 801 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $24,316 | 722 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||