Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$314,092
+$70,189 QoQ
Shares Held
2,172
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,406
of 1,868 holders
Holding Since
Sep 2025
4 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, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. BNY ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
2,172 | $314,092 |
All Filings in BNY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,092 | 2,172 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $243,903 | 2,056 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $227,420 | 1,959 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $268,368 | 2,463 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||