Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$205,201
-$725,332 QoQ
Shares Held
1,419
-81.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,604
of 1,868 holders
Holding Since
Dec 2021
15 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, 2026Tradewinds, LLC. holds $19,628,282 across 6 Banks - Diversified names. BNY ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,409 | $11,590,427 | |
| 2 | RY |
Royal Bank Of Canada
|
27,622 | $5,716,925 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,071 | $1,493,387 | |
| 4 | C |
Citigroup Inc
|
4,237 | $593,010 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
1,419 | $205,201 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
166 | $29,332 |
All Filings in BNY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,201 | 1,419 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $930,533 | 7,844 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $895,286 | 7,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $825,589 | 7,577 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $629,444 | 7,505 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $550,179 | 7,161 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $522,853 | 7,276 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $439,113 | 7,332 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $412,443 | 7,158 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $322,903 | 7,571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $342,002 | 7,682 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $332,211 | 7,311 | Shares | Sole | 2023-04-06 | |
| 2022-09-30 | $272,529 | 7,075 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $294,514 | 7,061 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $424,448 | 7,308 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||