Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,024
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,840
of 1,867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $2,928,716 across 12 Banks - Diversified names. BNY ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,349 | $1,750,888 | |
| 2 | C |
Citigroup Inc
|
3,584 | $501,616 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,448 | $367,582 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,304 | $302,221 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
14 | $2,024 | |
| 6 | SAN |
Banco Santander, S.A.
|
101 | $1,393 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10 | $950 | |
| 8 | ING |
Ing Groep NV
|
20 | $627 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024 | 14 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||