Position in BNY
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$526,476
+$202,821 QoQ
Shares Held
4,438
+59.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $21,523,870 across 11 Banks - Diversified names. BNY ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,493 | $11,028,937 | |
| 2 | BAC |
Bank Of America Corp /De/
|
63,415 | $3,091,477 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
31,085 | $2,474,672 | |
| 4 | C |
Citigroup Inc
|
16,805 | $1,905,850 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,545 | $1,156,478 | |
| 6 | BNY |
Bank of New York Mellon Corp
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|
4,438 | $526,476 | |
| 7 | TD |
Toronto Dominion Bank
|
3,665 | $341,978 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,217 | $309,140 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,476 | 4,438 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $323,655 | 2,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $271,958 | 2,496 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||