Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$704,106
+$129,107 QoQ
Shares Held
4,869
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,047
of 1,867 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Next Level Private LLC holds $23,409,431 across 6 Banks - Diversified names. BNY ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
58,008 | $18,987,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
29,987 | $1,708,659 | |
| 3 | C |
Citigroup Inc
|
7,600 | $1,063,696 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
4,869 | $704,106 | |
| 5 | TD |
Toronto Dominion Bank
|
5,023 | $609,942 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,057 | $335,270 |
All Filings in BNY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,106 | 4,869 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $574,999 | 4,847 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $563,500 | 4,854 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $521,264 | 4,784 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $430,950 | 4,730 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $399,640 | 4,765 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $361,101 | 4,700 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $337,238 | 4,693 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $275,553 | 4,601 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $262,343 | 4,553 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $236,619 | 4,546 | Shares | Sole | 2024-01-18 | |
| 2021-12-31 | $204,964 | 3,529 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||