Interchange Capital Partners, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1845998
PITTSBURGH, PA
Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$457,979
+$110,868 QoQ
Shares Held
3,167
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,234
of 1,868 holders
Holding Since
Dec 2020
9 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, 2026Interchange Capital Partners, LLC holds $9,656,387 across 8 Banks - Diversified names. BNY ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,438 | $5,707,980 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,552 | $1,285,012 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,334 | $771,361 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,167 | $457,979 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,958 | $281,276 | |
| 7 | UBS |
UBS Group AG
|
5,258 | $260,586 | |
| 8 | SAN |
Banco Santander, S.A.
|
12,826 | $176,998 |
All Filings in BNY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,979 | 3,167 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $347,111 | 2,926 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $503,598 | 4,338 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $512,329 | 4,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356,513 | 3,913 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $304,112 | 3,626 | Shares | Sole | 2025-04-30 | |
| 2023-03-31 | $270,595 | 5,955 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $237,204 | 5,211 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $69,177 | 1,630 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||