Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$540,841
+$40,816 QoQ
Shares Held
3,740
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,161
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026Rothschild Wealth LLC holds $15,026,972 across 6 Banks - Diversified names. BNY ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,442 | $10,619,239 | |
| 2 | C |
Citigroup Inc
|
15,710 | $2,198,771 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,989 | $740,113 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,094 | $668,888 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
3,740 | $540,841 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,725 | $259,120 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,841 | 3,740 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $500,025 | 4,215 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $476,549 | 4,105 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,283 | 2,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233,970 | 2,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,326 | 2,472 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||