Wilson & Boucher Capital Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1903579
MORAGA, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$575,837
+$81,744 QoQ
Shares Held
3,982
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,135
of 1,868 holders
Holding Since
Dec 2021
19 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, 2026Wilson & Boucher Capital Management, LLC holds $2,308,768 across 4 Banks - Diversified names. BNY ranks #3 (24.9% of the industry book) .
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,837 | 3,982 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $494,093 | 4,165 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $483,514 | 4,165 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $453,818 | 4,165 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $388,584 | 4,265 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $357,705 | 4,265 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,045 | 4,465 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $328,040 | 4,565 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $273,397 | 4,565 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $270,237 | 4,690 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $353,419 | 6,790 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $298,123 | 6,990 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $331,228 | 7,440 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $369,881 | 8,140 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $370,532 | 8,140 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $330,886 | 8,590 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $383,314 | 9,190 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $483,396 | 9,740 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $500,359 | 8,615 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||