Position in BNY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,020,512
+$173,257 QoQ
Shares Held
7,057
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#918
of 1,868 holders
Holding Since
Mar 2020
17 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, 2026Apella Capital, LLC holds $23,060,614 across 9 Banks - Diversified names. BNY ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,413 | $12,246,397 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,795 | $3,701,858 | |
| 3 | BAC |
Bank Of America Corp /De/
|
47,979 | $2,733,843 | |
| 4 | C |
Citigroup Inc
|
13,411 | $1,877,003 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
7,057 | $1,020,512 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,808 | $471,328 | |
| 7 | RY |
Royal Bank Of Canada
|
2,155 | $446,020 | |
| 8 | TD |
Toronto Dominion Bank
|
2,964 | $359,918 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,512 | 7,057 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $847,255 | 7,142 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $545,623 | 4,700 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $503,613 | 4,622 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $300,389 | 3,297 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $271,571 | 3,238 | Shares | Sole | 2025-04-10 | |
| 2022-09-30 | $293,792 | 7,627 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $317,913 | 7,622 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $363,738 | 7,329 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $454,592 | 7,827 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $407,877 | 7,868 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $425,772 | 8,311 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $346,257 | 7,322 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $329,971 | 7,775 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $309,849 | 9,023 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $348,738 | 9,023 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $303,894 | 9,023 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||