Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$477,357
+$230,488 QoQ
Shares Held
3,301
+58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,219
of 1,868 holders
Holding Since
Jun 2022
12 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, 2026CM WEALTH ADVISORS LLC holds $3,457,644 across 4 Banks - Diversified names. BNY ranks #3 (13.8% of the industry book) .
All Filings in BNY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,357 | 3,301 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $246,869 | 2,081 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $544,800 | 5,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $455,550 | 5,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $419,350 | 5,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $384,150 | 5,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $359,300 | 5,000 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $260,250 | 5,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $213,250 | 5,000 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $227,200 | 5,000 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $227,645 | 5,001 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $208,550 | 5,000 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||