Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,478
New position
Shares Held
1,414
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,608
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 13%
Shared 0%
None 87%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $13,098,823 across 7 Banks - Diversified names. BNY ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,149 | $8,559,352 | |
| 2 | BAC |
Bank Of America Corp /De/
|
46,306 | $2,638,515 | |
| 3 | C |
Citigroup Inc
|
4,291 | $600,568 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,678 | $473,202 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,015 | $414,439 | |
| 6 | ING |
Ing Groep NV
|
6,637 | $208,269 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
1,414 | $204,478 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,478 | 1,414 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||