Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$105,999
+$46,703 QoQ
Shares Held
733
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,664
of 1,867 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $5,444,084 across 9 Banks - Diversified names. BNY ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,218 | $3,671,987 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,099 | $1,259,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,765 | $228,499 | |
| 4 | C |
Citigroup Inc
|
994 | $139,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
733 | $105,999 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,096 | $27,465 | |
| 7 | TD |
Toronto Dominion Bank
|
40 | $4,857 | |
| 8 | UBS |
UBS Group AG
|
85 | $4,212 |
All Filings in BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,999 | 733 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $59,296 | 707 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $54,318 | 707 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,805 | 707 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $42,342 | 707 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $40,737 | 707 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $102,226 | 1,964 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $30,153 | 707 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $31,475 | 707 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $32,126 | 707 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $32,182 | 707 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $27,233 | 707 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $30,156 | 723 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $35,584 | 717 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $41,062 | 707 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $36,650 | 707 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $36,219 | 707 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $33,434 | 707 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $22,196 | 523 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $17,959 | 523 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $43,442 | 1,124 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $37,856 | 1,124 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||