Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,050,302
+$245,517 QoQ
Shares Held
7,263
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#906
of 1,868 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. BNY ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,181 | $16,098,416 | |
| 2 | C |
Citigroup Inc
|
86,109 | $12,051,815 | |
| 3 | BAC |
Bank Of America Corp /De/
|
104,730 | $5,967,515 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
64,138 | $5,300,364 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
7,263 | $1,050,302 | |
| 6 | RY |
Royal Bank Of Canada
|
3,497 | $723,774 | |
| 7 | TD |
Toronto Dominion Bank
|
4,124 | $500,777 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,953 | $375,890 |
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,302 | 7,263 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $804,785 | 6,784 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $769,676 | 6,630 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $996,548 | 9,146 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,289,297 | 14,151 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $382,614 | 4,562 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $328,601 | 4,277 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $252,947 | 3,520 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $599,978 | 10,018 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $788,299 | 13,681 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||