Position in BNY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$641,200
-$17,196 QoQ
Shares Held
4,434
-20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,083
of 1,868 holders
Holding Since
Dec 2024
7 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, 2026MFA Wealth Services holds $4,747,994 across 6 Banks - Diversified names. BNY ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
16,712 | $1,381,079 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,691 | $1,208,175 | |
| 3 | C |
Citigroup Inc
|
5,418 | $758,303 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
4,434 | $641,200 | |
| 5 | TD |
Toronto Dominion Bank
|
3,628 | $440,548 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,593 | $318,689 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,200 | 4,434 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $658,396 | 5,550 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $640,120 | 5,514 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $636,108 | 5,838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $515,500 | 5,658 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $471,517 | 5,622 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $418,339 | 5,445 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||