Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$588,707
+$129,016 QoQ
Shares Held
4,071
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,125
of 1,868 holders
Holding Since
Sep 2024
8 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, 2026United Advisor Group, LLC holds $9,988,282 across 5 Banks - Diversified names. BNY ranks #3 (5.9% of the industry book) .
All Filings in BNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,707 | 4,071 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $459,691 | 3,875 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $456,698 | 3,934 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $426,142 | 3,911 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $506,480 | 5,559 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $419,601 | 5,003 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $639,840 | 8,328 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $594,641 | 8,275 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||