Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,026,678
+$2,026,864 QoQ
Shares Held
69,336
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#362
of 1,868 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. BNY ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
174,535 | $57,130,541 | |
| 2 | BAC |
Bank Of America Corp /De/
|
306,121 | $17,442,774 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
69,336 | $10,026,678 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
119,064 | $9,839,448 | |
| 5 | C |
Citigroup Inc
|
29,121 | $4,075,775 | |
| 6 | RY |
Royal Bank Of Canada
|
9,690 | $2,005,539 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
48,673 | $1,147,709 | |
| 8 | TD |
Toronto Dominion Bank
|
2,346 | $284,874 |
All Filings in BNY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,026,678 | 69,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,999,814 | 67,435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,004,522 | 60,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,573,229 | 60,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,299,595 | 58,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $976,414 | 11,642 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $875,324 | 11,393 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $775,081 | 10,786 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $656,214 | 10,957 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $423,622 | 7,352 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $393,862 | 7,567 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $315,865 | 7,406 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $330,739 | 7,429 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $340,663 | 7,497 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $356,785 | 7,838 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $308,082 | 7,998 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $307,569 | 7,374 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $381,704 | 7,691 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $450,584 | 7,758 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $392,999 | 7,581 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $366,038 | 7,145 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||