Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$133,041
+$29,478 QoQ
Shares Held
920
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,645
of 1,868 holders
Holding Since
Mar 2023
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, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. BNY ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
|
6,115 | $84,387 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,041 | 920 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $103,563 | 873 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $85,210 | 734 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $79,867 | 733 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,299 | 135 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,806 | 105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $384 | 5 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $7,315 | 161 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||