Ethos Financial Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1954242
KING OF PRUSSIA, PA
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$605,192
+$169,227 QoQ
Shares Held
4,185
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,118
of 1,868 holders
Holding Since
Dec 2024
6 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, 2026Ethos Financial Group, LLC holds $12,924,449 across 6 Banks - Diversified names. BNY ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,341 | $7,967,539 | |
| 2 | C |
Citigroup Inc
|
13,090 | $1,832,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,154 | $1,718,174 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
4,185 | $605,192 | |
| 5 | ING |
Ing Groep NV
|
18,317 | $574,787 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,743 | $226,681 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,192 | 4,185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $435,965 | 3,675 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $296,842 | 2,557 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $410,234 | 3,765 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $394,141 | 4,326 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $20,052 | 261 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||