Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,116
+$46,325 QoQ
Shares Held
637
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,674
of 1,868 holders
Holding Since
Dec 2024
7 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, 2026NFSG Corp holds $3,336,649 across 11 Banks - Diversified names. BNY ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,919 | $2,592,126 | |
| 2 | C |
Citigroup Inc
|
1,640 | $229,534 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,508 | $142,905 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
637 | $92,116 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,013 | $83,714 | |
| 6 | UBS |
UBS Group AG
|
1,425 | $70,623 | |
| 7 | TD |
Toronto Dominion Bank
|
495 | $60,107 | |
| 8 | BNS |
Bank Of Nova Scotia
|
320 | $27,788 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,116 | 637 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,791 | 386 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $33,085 | 285 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,125,408 | 28,684 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,639 | 18 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,509 | 18 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,382 | 18 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||