Covestor Ltd

Position in BNY — Bank of New York Mellon Corp

CIK 1909846 LONDON, X0

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$41,792

+$7,627 QoQ

Shares Held

289

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,722

of 1,868 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $490,993 across 7 Banks - Diversified names. BNY ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	743	$243,206
2	BAC	Bank Of America Corp /De/	1,421	$80,968
3	C	Citigroup Inc	454	$63,541
4	WFC	Wells Fargo & Company/Mn	727	$60,079
5	BNY	Bank of New York Mellon Corp This page	289	$41,792
6	NTB	Bank of N.T. Butterfield & Son Ltd	17	$1,011
7	UBS	UBS Group AG	8	$396

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,792	289	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$34,165	288	-36.8%	Shares	Sole	2026-05-05
2025-12-31	$52,937	456	-5.8%	Shares	Sole	2026-02-06
2025-09-30	$52,736	484	-40.5%	Shares	Sole	2025-10-30
2025-06-30	$74,163	814	+6.4%	Shares	Sole	2025-08-11
2025-03-31	$64,160	765	-38.7%	Shares	Sole	2025-05-12
2024-12-31	$95,883	1,248	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$93,202	1,297	+216.3%	Shares	Sole	2024-11-01
2024-06-30	$24,554	410	-70.7%	Shares	Sole	2024-08-09
2024-03-31	$80,552	1,398	+31.5%	Shares	Sole	2024-05-10
2023-12-31	$55,329	1,063	+96.1%	Shares	Sole	2024-02-09
2023-09-30	$23,116	542	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$24,352	547	-53.9%	Shares	Sole	2023-08-11
2023-03-31	$53,937	1,187	-47.7%	Shares	Sole	2023-05-15
2022-06-30	$94,639	2,269	+143.5%	Shares	Sole	2022-08-10
2022-03-31	$46,255	932	+9.6%	Shares	Sole	2022-05-13
2021-12-31	$49,368	850	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.