Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$481,984
+$107,233 QoQ
Shares Held
3,333
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,215
of 1,868 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $21,174,012 across 6 Banks - Diversified names. BNY ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
44,853 | $14,681,732 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,610 | $3,282,617 | |
| 3 | C |
Citigroup Inc
|
9,768 | $1,367,129 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,906 | $901,271 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,333 | $481,984 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,091 | $459,279 |
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,984 | 3,333 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $374,751 | 3,159 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $333,061 | 2,869 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $308,247 | 2,829 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $250,187 | 2,746 | Shares | Defined | 2025-07-31 | |
| 2024-12-31 | $375,544 | 4,888 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||