Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$375,118
+$66,918 QoQ
Shares Held
2,594
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,332
of 1,868 holders
Holding Since
Dec 2025
3 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, 2026Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. BNY ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,780 | $9,093,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
35,794 | $2,039,542 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,741 | $887,636 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,226 | $496,940 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
2,594 | $375,118 | |
| 6 | UBS |
UBS Group AG
|
7,061 | $349,943 | |
| 7 | C |
Citigroup Inc
|
2,172 | $303,993 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,118 | 2,594 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $308,200 | 2,598 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $282,795 | 2,436 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||