Position in BNY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$609,241
+$166,633 QoQ
Shares Held
4,213
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,110
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, 2026Quotient Wealth Partners, LLC holds $10,913,523 across 7 Banks - Diversified names. BNY ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,775 | $5,163,630 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,786 | $2,323,986 | |
| 3 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,325 | $1,183,818 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
4,213 | $609,241 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,790 | $265,301 | |
| 7 | SAN |
Banco Santander, S.A.
|
10,862 | $149,895 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,241 | 4,213 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $442,608 | 3,731 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $418,040 | 3,601 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $397,050 | 3,644 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $349,224 | 3,833 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,951 | 3,171 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $232,794 | 3,030 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $205,375 | 2,858 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||