Position in BNY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$72,305
+$12,990 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,685
of 1,868 holders
Holding Since
Jun 2024
8 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, 2026Olistico Wealth, LLC holds $2,550,486 across 7 Banks - Diversified names. BNY ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,795 | $1,896,877 | |
| 2 | C |
Citigroup Inc
|
2,585 | $361,796 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
700 | $123,690 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,393 | $79,373 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
500 | $72,305 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
200 | $11,900 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
55 | $4,545 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,305 | 500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $59,315 | 500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $58,045 | 500 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $50,748 | 557 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $41,935 | 500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $38,415 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,930 | 500 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $29,945 | 500 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||