Position in BNY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,646,126
-$2,069,098 QoQ
Shares Held
56,024
-25.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 28.36284449521634.ToString("F0")%
Shared 0.ToString("F0")%
None 71.63715550478366.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $254,671,639 across 19 Banks - Diversified names. BNY ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
394,889 | $116,160,547 | |
| 2 | C |
Citigroup Inc
|
415,190 | $47,086,697 | |
| 3 | BAC |
Bank Of America Corp /De/
|
619,936 | $30,221,879 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
215,233 | $17,134,699 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
56,024 | $6,646,126 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
56,648 | $4,672,893 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
79,139 | $4,153,214 | |
| 8 | SAN |
Banco Santander, S.A.
|
335,227 | $3,781,360 |
All Filings in BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,646,126 | 56,024 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,715,224 | 75,073 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,869,312 | 44,689 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,411,590 | 26,469 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,513,565 | 41,893 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,568,349 | 33,429 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,136,613 | 29,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,704,408 | 28,459 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,474,725 | 25,594 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,231,814 | 23,666 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $645,976 | 15,146 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $640,286 | 14,382 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $865,586 | 19,049 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $796,508 | 17,498 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $522,523 | 13,565 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $474,534 | 11,377 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $783,557 | 15,788 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $661,705 | 11,393 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $565,573 | 10,910 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $382,483 | 7,466 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $257,304 | 5,441 | Shares | Other | 2021-05-04 | |
| 2020-03-31 | $230,909 | 6,856 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||