Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,186,372
+$1,242,840 QoQ
Shares Held
56,610
-3.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#395
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, 2026First Pacific Financial holds $19,533,540 across 8 Banks - Diversified names. BNY ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,016 | $8,515,817 | |
| 2 | BNY |
Bank of New York Mellon Corp
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|
56,610 | $8,186,372 | |
| 3 | ING |
Ing Groep NV
|
46,421 | $1,456,690 | |
| 4 | C |
Citigroup Inc
|
4,842 | $677,686 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,412 | $529,887 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 7 | BCS |
Barclays PLC
|
1,670 | $44,856 | |
| 8 | UBS |
UBS Group AG
|
83 | $4,113 |
All Filings in BNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,186,372 | 56,610 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,943,532 | 58,531 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,062,335 | 60,835 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,690,470 | 61,403 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,302,214 | 47,220 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||