Princeton Global Asset Management LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1767349
PRINCETON, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$140,850
+$28,508 QoQ
Shares Held
974
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,638
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026Princeton Global Asset Management LLC holds $31,072,248 across 10 Banks - Diversified names. BNY ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,373 | $21,071,214 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,375 | $7,542,727 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,726 | $2,043,356 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
974 | $140,850 | |
| 5 | C |
Citigroup Inc
|
974 | $136,321 | |
| 6 | BNS |
Bank Of Nova Scotia
|
650 | $56,446 | |
| 7 | SAN |
Banco Santander, S.A.
|
3,000 | $41,400 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
100 | $17,670 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,850 | 974 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $112,342 | 947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $109,821 | 946 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,076 | 946 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $40,635 | 446 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,793 | 236 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,290 | 186 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,365 | 186 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $20,602 | 344 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,706 | 342 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $17,749 | 341 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $14,501 | 340 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,047 | 338 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,313 | 337 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $15,340 | 337 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,981 | 337 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,056 | 337 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,725 | 337 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $19,572 | 337 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,470 | 337 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $17,264 | 337 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,140 | 151 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,408 | 151 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,185 | 151 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,836 | 151 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,085 | 151 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||