Position in BNY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$30,946
+$18,616 QoQ
Shares Held
214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,745
of 1,868 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $5,045,876 across 7 Banks - Diversified names. BNY ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,304 | $3,700,138 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,958 | $1,153,489 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,915 | $109,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
214 | $30,946 | |
| 5 | BNS |
Bank Of Nova Scotia
|
300 | $26,052 | |
| 6 | C |
Citigroup Inc
|
121 | $16,935 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
80 | $9,200 |
All Filings in BNY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,946 | 214 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $12,330 | 214 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||