Position in BNY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$485,889
+$81,005 QoQ
Shares Held
3,360
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,209
of 1,867 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. BNY ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,355 | $223,936 |
All Filings in BNY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,889 | 3,360 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $404,884 | 3,413 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $400,278 | 3,448 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,064,500 | 28,125 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,315,334 | 47,364 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $289,854 | 3,456 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,636,997 | 60,354 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $228,658 | 3,182 | Shares | Sole | 2024-10-25 | |
| 2023-12-31 | $264,309 | 5,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $559,482 | 13,118 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $584,681 | 13,133 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,072,289 | 67,612 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,330,077 | 51,188 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,486,466 | 64,550 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,933,383 | 46,353 | Shares | Sole | 2022-08-02 | |
| 2021-03-31 | $1,582,843 | 33,471 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,909,884 | 45,002 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,492,038 | 43,449 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||