Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,960,968
+$1,045,416 QoQ
Shares Held
41,221
-0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#445
of 1,867 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $91,501,846 across 18 Banks - Diversified names. BNY ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
77,143 | $25,251,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
169,796 | $9,674,975 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
79,278 | $7,538,544 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
41,221 | $5,960,968 | |
| 5 | C |
Citigroup Inc
|
39,555 | $5,536,117 | |
| 6 | RY |
Royal Bank Of Canada
|
22,798 | $4,718,501 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
205,851 | $4,094,375 | |
| 8 | SAN |
Banco Santander, S.A.
|
283,998 | $3,919,172 |
All Filings in BNY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,960,968 | 41,221 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,915,552 | 41,436 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,801,017 | 41,356 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $4,481,415 | 41,129 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,890,761 | 42,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,784,466 | 45,123 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $719,282 | 9,362 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $610,019 | 8,489 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $390,363 | 6,518 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $309,534 | 5,372 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $247,081 | 4,747 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||