Position in BNY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$251,332
+$39,103 QoQ
Shares Held
1,738
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,511
of 1,867 holders
Holding Since
Mar 2025
3 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, 2026Cooper Financial Group holds $8,938,195 across 7 Banks - Diversified names. BNY ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,911 | $3,244,167 | |
| 2 | C |
Citigroup Inc
|
19,649 | $2,750,074 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,332 | $1,500,397 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,680 | $552,035 | |
| 5 | RY |
Royal Bank Of Canada
|
1,671 | $345,846 | |
| 6 | ING |
Ing Groep NV
|
9,380 | $294,344 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
1,738 | $251,332 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,332 | 1,738 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $212,229 | 1,789 | Shares | Sole | 2026-04-07 | |
| 2025-03-31 | $201,958 | 2,408 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||