Position in BNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,053,773
+$113,393 QoQ
Shares Held
7,287
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#905
of 1,868 holders
Holding Since
Dec 2021
19 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, 2026Raleigh Capital Management Inc. holds $4,582,204 across 7 Banks - Diversified names. BNY ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,108 | $1,672,001 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
7,287 | $1,053,773 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
12,182 | $1,006,720 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,425 | $480,056 | |
| 5 | C |
Citigroup Inc
|
2,627 | $367,674 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
6 | $1,060 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8 | $920 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,773 | 7,287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $940,380 | 7,927 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,079,288 | 9,297 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,019,865 | 9,360 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $918,662 | 10,083 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $948,150 | 11,305 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $913,201 | 11,886 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,031,047 | 14,348 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $863,194 | 14,413 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $785,763 | 13,637 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $688,361 | 13,225 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $567,031 | 13,295 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $573,640 | 12,885 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $590,583 | 12,997 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $539,912 | 11,861 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $455,113 | 11,815 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $466,692 | 11,189 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $496,746 | 10,009 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,214 | 107 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||