CRA Financial Services, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1765594
NORTHFIELD, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$343,737
+$66,025 QoQ
Shares Held
2,377
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,367
of 1,867 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $8,367,292 across 6 Banks - Diversified names. BNY ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,963 | $3,915,848 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,870 | $2,556,692 | |
| 3 | TD |
Toronto Dominion Bank
|
8,819 | $1,070,891 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
2,377 | $343,737 | |
| 5 | C |
Citigroup Inc
|
2,060 | $288,317 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,321 | $191,807 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,737 | 2,377 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $277,712 | 2,341 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $256,210 | 2,207 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $277,521 | 2,547 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $228,230 | 2,505 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $213,952 | 2,551 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||