Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$340,267
+$64,927 QoQ
Shares Held
2,353
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,372
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, 2026PUREfi Wealth, LLC holds $2,801,988 across 3 Banks - Diversified names. BNY ranks #3 (12.1% of the industry book) .
All Filings in BNY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,267 | 2,353 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $275,340 | 2,321 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $276,062 | 2,378 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $265,317 | 2,435 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $222,763 | 2,445 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $240,623 | 2,869 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $246,624 | 3,210 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||