Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,906,818
+$2,260,692 QoQ
Shares Held
61,592
+9.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#386
of 1,880 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. BNY ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,906,818 | 61,592 | Shares | Other | 2026-08-11 | |
| 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. | ||||||