Position in BNY
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$48,434,370
+$10,733,520 QoQ
Shares Held
334,931
+5.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 26%
Shared 3%
None 71%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,466,291,282 across 19 Banks - Diversified names. BNY ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,103,189 | $1,015,766,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,309,936 | $131,620,153 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,559,804 | $128,902,202 | |
| 4 | C |
Citigroup Inc
|
564,137 | $78,956,614 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
334,931 | $48,434,370 | |
| 6 | BNS |
Bank Of Nova Scotia
|
189,323 | $16,440,808 | |
| 7 | RY |
Royal Bank Of Canada
|
29,870 | $6,182,193 | |
| 8 | TD |
Toronto Dominion Bank
|
49,769 | $6,043,448 |
All Filings in BNY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,434,370 | 334,931 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $37,700,850 | 317,802 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $29,840,702 | 257,048 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $25,900,552 | 237,707 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $29,439,553 | 323,121 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $28,521,418 | 340,067 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,777,001 | 335,507 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $20,379,064 | 283,594 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $17,879,380 | 298,537 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $16,336,652 | 283,524 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,249,385 | 312,188 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $12,422,707 | 291,271 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $11,773,580 | 264,456 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $12,248,078 | 269,544 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $8,453,928 | 185,719 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||