Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,279
-$70,564 QoQ
Shares Held
78
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,790
of 1,868 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. BNY ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
78 | $11,279 |
All Filings in BNY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,279 | 78 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $81,843 | 705 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $76,816 | 705 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $114,889 | 1,261 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $59,631 | 711 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $57,852 | 753 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $54,182 | 754 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,026 | 301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $112,474 | 1,952 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $143,293 | 2,753 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $197,853 | 4,639 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $132,268 | 2,971 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $115,326 | 2,538 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $139,564 | 3,066 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $154,744 | 3,710 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $180,553 | 3,638 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $187,133 | 3,222 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $114,721 | 2,213 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $137,193 | 2,678 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $131,702 | 2,785 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $134,067 | 3,159 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||