Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,806,980
+$4,628,917 QoQ
Shares Held
33,241
+2114.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#489
of 1,868 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. BNY ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,806,980 | 33,241 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $178,063 | 1,501 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,524 | 1,779 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $362,727 | 3,329 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $280,709 | 3,081 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,542,968 | 66,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $652,594 | 8,494 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $231,676 | 3,224 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $210,812 | 3,520 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $265,052 | 4,600 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $245,623 | 4,719 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $208,686 | 4,893 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $224,826 | 5,050 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $243,331 | 5,355 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $154,722 | 3,399 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $128,040 | 3,324 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $398,914 | 9,564 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $528,360 | 10,646 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $761,196 | 13,106 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $466,508 | 8,999 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $487,504 | 9,516 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $556,366 | 11,765 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||