Kingsview Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1791965
GRANTS PASS, OR
Position in BNY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,587,795
+$607,030 QoQ
Shares Held
17,895
+7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#647
of 1,868 holders
Holding Since
Jun 2021
21 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, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. BNY ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in BNY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,587,795 | 17,895 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,980,765 | 16,697 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,098,326 | 18,075 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,006,062 | 18,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,518,894 | 16,671 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,442,647 | 17,201 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,013,464 | 13,191 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $961,486 | 13,380 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $349,937 | 5,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $339,093 | 5,885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $300,849 | 5,780 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $261,487 | 6,131 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $208,887 | 4,692 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $244,739 | 5,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $257,779 | 5,663 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $245,680 | 6,378 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $221,104 | 5,301 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $281,997 | 5,682 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $253,635 | 4,367 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $228,096 | 4,400 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $227,153 | 4,434 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||