Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,238,330
+$1,240,567 QoQ
Shares Held
43,139
+2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#439
of 1,868 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. BNY ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
259,187 | $84,839,680 | |
| 2 | BAC |
Bank Of America Corp /De/
|
536,760 | $30,584,584 | |
| 3 | C |
Citigroup Inc
|
103,976 | $14,552,480 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
154,805 | $12,793,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
43,139 | $6,238,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
12,873 | $2,274,659 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
90,600 | $1,802,034 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,887 | $1,605,784 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,238,330 | 43,139 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,997,763 | 42,129 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,527,161 | 38,997 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,899,351 | 35,787 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,920,075 | 32,050 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,503,435 | 29,849 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,445,556 | 18,815 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $980,385 | 13,643 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $769,466 | 12,848 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $658,769 | 11,433 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $597,742 | 11,484 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $350,753 | 8,224 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $230,969 | 5,188 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $325,941 | 7,173 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $259,691 | 5,705 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $220,642 | 5,728 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $232,282 | 5,569 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||