Position in BNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$233,544
-$58,878 QoQ
Shares Held
1,615
-34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,538
of 1,867 holders
Holding Since
Dec 2024
7 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, 2026NOVEM GROUP holds $9,272,339 across 6 Banks - Diversified names. BNY ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,907 | $6,843,484 | |
| 2 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
48,114 | $1,205,735 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,866 | $402,125 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,731 | $383,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
1,615 | $233,544 | |
| 6 | C |
Citigroup Inc
|
1,457 | $203,921 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,544 | 1,615 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $292,422 | 2,465 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $392,732 | 3,383 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $362,727 | 3,329 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $306,402 | 3,363 | Shares | Other | 2025-07-16 | |
| 2025-03-31 | $276,183 | 3,293 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $183,777 | 2,392 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||