Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,076
+$3,248 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,768
of 1,868 holders
Holding Since
Jun 2025
5 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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. BNY ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in BNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,076 | 125 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,828 | 125 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $26,120 | 225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,516 | 225 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,888 | 350 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||