Legacy Wealth Asset Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1846151
WOODBURY, MN
Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,384,206
+$233,851 QoQ
Shares Held
9,572
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#816
of 1,864 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. BNY ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,206 | 9,572 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,150,355 | 9,697 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,143,834 | 9,853 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,116,840 | 10,250 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $955,015 | 10,482 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $894,305 | 10,663 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $840,750 | 10,943 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $817,335 | 11,374 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $683,464 | 11,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,717,594 | 29,809 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,583,569 | 30,424 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,301,422 | 30,514 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,363,870 | 30,635 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $946,924 | 20,839 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $956,329 | 21,009 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $799,020 | 20,743 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $772,594 | 18,523 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $899,643 | 18,127 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,027,319 | 17,688 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $903,000 | 17,419 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $890,787 | 17,388 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $810,503 | 17,139 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $712,440 | 16,787 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||