Position in BNY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$19,811
+$424 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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 Mar 31, 2026Red Tortoise LLC holds $253,293 across 6 Banks - Diversified names. BNY ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
411 | $120,899 | |
| 2 | BAC |
Bank Of America Corp /De/
|
830 | $40,461 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
336 | $26,748 | |
| 4 | C |
Citigroup Inc
|
233 | $26,424 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
167 | $19,811 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $18,950 |
All Filings in BNY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,811 | 167 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $19,387 | 167 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $18,196 | 167 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $15,215 | 167 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $14,006 | 167 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $12,830 | 167 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $12,000 | 167 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $10,001 | 167 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $9,622 | 167 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $8,692 | 167 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $9,596 | 225 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $9,794 | 220 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $9,996 | 220 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $10,697 | 235 | Shares | Other | 2023-02-01 | |
| 2021-09-30 | $12,182 | 235 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||