Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$505,556
+$502,060 QoQ
Shares Held
3,496
+742.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,193
of 1,868 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $10,923,081 across 4 Banks - Diversified names. BNY ranks #4 (4.6% of the industry book) .
All Filings in BNY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,556 | 3,496 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,496 | 415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,488 | 405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,398 | 3,482 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,245 | 3,482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $745,772 | 8,892 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,711 | 3,927 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $282,194 | 3,927 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $235,188 | 3,927 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $226,273 | 3,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $204,400 | 3,927 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||