DAYMARK WEALTH PARTNERS, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1956824
CINCINNATI, OH
Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,702,204
+$683,529 QoQ
Shares Held
11,771
+37.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#758
of 1,868 holders
Holding Since
Jun 2023
13 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $126,700,767 across 8 Banks - Diversified names. BNY ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
311,115 | $101,837,272 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,406 | $13,926,253 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
63,814 | $5,273,588 | |
| 4 | C |
Citigroup Inc
|
20,587 | $2,881,356 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
11,771 | $1,702,204 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,818 | $554,070 | |
| 7 | RY |
Royal Bank Of Canada
|
1,500 | $310,455 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,267 | $215,569 |
All Filings in BNY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,204 | 11,771 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,018,675 | 8,587 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $491,525 | 4,234 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $419,496 | 3,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $383,117 | 4,205 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $334,641 | 3,990 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $293,874 | 3,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $474,204 | 6,599 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $525,834 | 8,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $610,829 | 10,601 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $636,103 | 12,221 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $505,061 | 11,842 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $547,952 | 12,308 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||