Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,559,479
+$2,994,122 QoQ
Shares Held
100,681
+3.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#297
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $262,096,317 across 5 Banks - Diversified names. BNY ranks #5 (5.6% of the industry book) .
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,559,479 | 100,681 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,565,357 | 97,491 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,418,380 | 98,358 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,300,642 | 94,536 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,944,792 | 87,200 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,860,482 | 81,799 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,832,318 | 75,912 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,980,253 | 55,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,914,187 | 48,659 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,815,606 | 31,510 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,312,388 | 25,214 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,187,418 | 27,841 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,264,278 | 28,398 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,011,403 | 22,258 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $848,720 | 18,645 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $733,112 | 19,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,169,965 | 28,050 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,415,591 | 48,672 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,521,644 | 77,852 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,508,531 | 67,680 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,562,002 | 30,490 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,202,868 | 25,436 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $882,582 | 20,796 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $569,528 | 16,585 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $945,842 | 24,472 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $630,119 | 18,709 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||