Position in BNY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,019,557
-$333,239 QoQ
Shares Held
17,024
-16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.34656954887218044.ToString("F0")%
Shared 0.ToString("F0")%
None 99.65343045112782.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. BNY ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
492,565 | $144,892,920 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,100,749 | $87,630,627 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
610,642 | $13,226,505 | |
| 4 | BAC |
Bank Of America Corp /De/
|
196,008 | $9,555,390 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
67,698 | $5,584,408 | |
| 6 | SAN |
Banco Santander, S.A.
|
351,179 | $3,961,299 | |
| 7 | C |
Citigroup Inc
|
29,064 | $3,296,148 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
17,024 | $2,019,557 |
All Filings in BNY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,019,557 | 17,024 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,352,796 | 20,267 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,075,762 | 9,873 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,174,134 | 12,887 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,609 | 3,775 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||