Rosenberg Matthew Hamilton

Position in BNY — Bank of New York Mellon Corp

CIK 1812103 GRAND JUNCTION, CO

Position in BNY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$311,923

+$56,039 QoQ

Shares Held

2,157

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,407

of 1,867 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. BNY ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,292	$2,059,560
2	C	Citigroup Inc	5,473	$766,001
3	BAC	Bank Of America Corp /De/	10,836	$617,435
4	WFC	Wells Fargo & Company/Mn	5,993	$495,261
5	BNY	Bank of New York Mellon Corp This page	2,157	$311,923
6	HSBC	Hsbc Holdings PLC	2,713	$257,979
7	UBS	UBS Group AG	4,001	$198,289
8	RY	Royal Bank Of Canada	915	$189,377

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,923	2,157	0.0%	Shares	Sole	2026-07-17
2026-03-31	$255,884	2,157	0.0%	Shares	Sole	2026-04-07
2025-12-31	$250,406	2,157	-2.6%	Shares	Sole	2026-01-05
2025-09-30	$241,346	2,215	0.0%	Shares	Sole	2025-11-10
2025-06-30	$201,808	2,215	+12.3%	Shares	Sole	2025-07-28
2025-03-31	$165,475	1,973	-3.3%	Shares	Sole	2025-04-28
2024-12-31	$156,733	2,040	+1.7%	Shares	Sole	2025-01-14
2024-09-30	$144,151	2,006	+22.9%	Shares	Sole	2024-10-28
2024-06-30	$97,740	1,632	-12.1%	Shares	Sole	2024-07-26
2024-03-31	$106,942	1,856	0.0%	Shares	Sole	2024-04-22
2023-12-31	$96,604	1,856	+17.7%	Shares	Sole	2024-01-16
2023-09-30	$67,259	1,577	+39.6%	Shares	Sole	2023-10-11
2023-06-30	$50,307	1,130	-35.2%	Shares	Sole	2023-07-26
2023-03-31	$79,292	1,745	0.0%	Shares	Sole	2023-04-17
2022-12-31	$79,432	1,745	0.0%	Shares	Sole	2023-01-19
2022-09-30	$67,217	1,745	-5.5%	Shares	Sole	2022-10-21
2022-06-30	$76,996	1,846	0.0%	Shares	Sole	2022-07-15
2022-03-31	$91,616	1,846	0.0%	Shares	Sole	2022-04-14
2021-12-31	$107,215	1,846	0.0%	Shares	Sole	2022-01-20
2021-09-30	$95,696	1,846	+5.8%	Shares	Sole	2021-10-12
2021-06-30	$89,396	1,745	0.0%	Shares	Sole	2021-07-26
2021-03-31	$82,521	1,745	0.0%	Shares	Sole	2021-04-30
2020-12-31	$74,057	1,745	0.0%	Shares	Sole	2021-02-03
2020-09-30	$59,923	1,745	-5.5%	Shares	Sole	2020-10-16
2020-06-30	$71,347	1,846	0.0%	Shares	Sole	2020-08-04
2020-03-31	$62,173	1,846	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.