Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,780
-$16,491 QoQ
Shares Held
1,831
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,492
of 1,867 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Trust holds $13,326,522 across 6 Banks - Diversified names. BNY ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,269 | $9,907,951 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,612 | $2,257,091 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,203 | $347,335 | |
| 4 | C |
Citigroup Inc
|
2,331 | $326,246 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
1,831 | $264,780 | |
| 6 | UBS |
UBS Group AG
|
4,502 | $223,119 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,780 | 1,831 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $281,271 | 2,371 | Shares | Sole | 2026-05-01 | |
| 2023-03-31 | $220,474 | 4,852 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $227,645 | 5,001 | Shares | Defined | 2023-02-16 | |
| 2022-06-30 | $225,192 | 5,399 | Shares | Defined | 2022-10-03 | |
| 2022-03-31 | $264,180 | 5,323 | Shares | Defined | 2022-06-08 | |
| 2021-12-31 | $331,985 | 5,716 | Shares | Defined | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||