Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$451,327
+$55,815 QoQ
Shares Held
3,121
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,238
of 1,868 holders
Holding Since
Jun 2020
8 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, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. BNY ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
3,121 | $451,327 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,327 | 3,121 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $395,512 | 3,334 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $391,571 | 3,373 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $365,342 | 3,353 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $297,474 | 3,265 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $238,358 | 2,842 | Shares | Defined | 2025-05-05 | |
| 2020-09-30 | $334,402 | 9,738 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $326,824 | 8,456 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||