Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$637,874
+$101,548 QoQ
Shares Held
4,411
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,085
of 1,868 holders
Holding Since
Sep 2024
8 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, 2026Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. BNY ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,391 | $13,221,186 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,271 | $2,750,481 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,544 | $788,716 | |
| 4 | C |
Citigroup Inc
|
5,369 | $751,445 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
4,411 | $637,874 | |
| 6 | TD |
Toronto Dominion Bank
|
2,531 | $307,339 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,874 | 4,411 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $536,326 | 4,521 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $509,170 | 4,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $475,283 | 4,362 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,751 | 3,740 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $352,841 | 4,207 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $302,556 | 3,938 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $299,081 | 4,162 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||