Legacy Capital Group California, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1977092
LOS GATOS, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,953,825
+$1,361,031 QoQ
Shares Held
13,511
+170.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#721
of 1,867 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. BNY ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
15,985 | $2,237,260 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
6,630 | $2,170,197 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
13,511 | $1,953,825 | |
| 4 | UBS |
UBS Group AG
|
31,602 | $1,566,195 | |
| 5 | BCS |
Barclays PLC
|
42,007 | $1,128,308 | |
| 6 | BAC |
Bank Of America Corp /De/
|
17,863 | $1,017,833 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,668 | $443,880 | |
| 8 | TD |
Toronto Dominion Bank
|
3,638 | $441,762 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,953,825 | 13,511 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $592,794 | 4,997 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $840,027 | 7,236 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $760,976 | 6,984 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $572,353 | 6,282 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,448,518 | 17,271 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,289,437 | 16,783 | Shares | Sole | 2025-02-03 | |
| 2023-03-31 | $873,584 | 19,225 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||