Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$490,083
+$63,609 QoQ
Shares Held
3,389
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,205
of 1,868 holders
Holding Since
Jun 2025
5 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, 2026TRITONPOINT WEALTH, LLC holds $35,698,382 across 6 Banks - Diversified names. BNY ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,693 | $26,740,569 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
53,056 | $4,384,547 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,168 | $3,371,392 | |
| 4 | C |
Citigroup Inc
|
4,042 | $565,718 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,389 | $490,083 | |
| 6 | SAN |
Banco Santander, S.A.
|
10,585 | $146,073 |
All Filings in BNY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,083 | 3,389 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $426,474 | 3,595 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $421,406 | 3,630 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $414,810 | 3,807 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $342,938 | 3,764 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||