Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,394,242
+$948,702 QoQ
Shares Held
37,302
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#464
of 1,868 holders
Holding Since
Jun 2022
16 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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. BNY ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
|
26,069 | $700,213 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,394,242 | 37,302 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,445,540 | 37,474 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,929,761 | 42,465 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,955,069 | 17,943 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,845,615 | 20,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,709,941 | 20,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,732,977 | 22,556 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,548,223 | 21,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,276,974 | 21,322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,443,553 | 25,053 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,688,658 | 32,443 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,537,745 | 36,055 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,620,842 | 57,677 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,564,096 | 56,329 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $108,896 | 2,827 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $2,155,617 | 55,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,219,592 | 101,165 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||