Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,267,217
+$255,066 QoQ
Shares Held
8,763
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#846
of 1,868 holders
Holding Since
Mar 2020
20 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 Quarterback LLC holds $2,762,405 across 3 Banks - Diversified names. BNY ranks #1 (45.9% of the industry book) .
All Filings in BNY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,217 | 8,763 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,012,151 | 8,532 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $965,520 | 8,317 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $886,607 | 8,137 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $787,737 | 8,646 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $761,120 | 9,075 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $891,074 | 11,598 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $807,778 | 11,241 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $693,765 | 11,584 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $659,576 | 11,447 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $727,659 | 13,980 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $582,215 | 13,651 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $510,110 | 11,458 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $497,613 | 10,951 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $504,134 | 11,075 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $422,179 | 10,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $452,261 | 10,843 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $618,969 | 11,940 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $596,163 | 11,637 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $10,811 | 321 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||