Root Financial Partners, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1977181
ENCINITAS, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$358,922
+$91,412 QoQ
Shares Held
2,482
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,348
of 1,868 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names. BNY ranks #5 (6.6% of the industry book) .
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,922 | 2,482 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $267,510 | 2,255 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $191,084 | 1,646 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $155,703 | 1,429 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||