Position in BNY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$650,454
+$146,633 QoQ
Shares Held
4,498
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,080
of 1,878 holders
Holding Since
Sep 2024
8 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. BNY ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,377 | $3,396,703 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
22,128 | $1,828,657 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,503 | $1,168,260 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,525 | $905,731 | |
| 5 | RY |
Royal Bank Of Canada
|
3,647 | $754,818 | |
| 6 | C |
Citigroup Inc
|
5,088 | $712,116 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
4,498 | $650,454 | |
| 8 | UBS |
UBS Group AG
|
11,849 | $587,236 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,454 | 4,498 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $503,821 | 4,247 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $524,958 | 4,522 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $390,076 | 3,580 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $317,791 | 3,488 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $289,937 | 3,457 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $270,057 | 3,515 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $244,251 | 3,399 | Shares | Other | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||