Ashton Thomas Private Wealth, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 2019663
SCOTTSDALE, AZ
Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,391,082
-$426,719 QoQ
Shares Held
30,365
-25.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#510
of 1,868 holders
Holding Since
Dec 2020
23 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, 2026Ashton Thomas Private Wealth, LLC holds $94,360,587 across 14 Banks - Diversified names. BNY ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,989 | $34,366,049 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
256,277 | $21,178,731 | |
| 3 | C |
Citigroup Inc
|
107,345 | $15,024,006 | |
| 4 | BAC |
Bank Of America Corp /De/
|
245,574 | $13,992,806 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
30,365 | $4,391,082 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
48,076 | $1,204,784 | |
| 7 | SAN |
Banco Santander, S.A.
|
74,760 | $1,031,688 | |
| 8 | ING |
Ing Groep NV
|
20,190 | $633,562 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,391,082 | 30,365 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,817,801 | 40,612 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,689,569 | 66,238 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,998,387 | 91,762 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,585,178 | 39,350 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,346,077 | 39,896 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,537,157 | 33,023 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,224,570 | 30,957 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,877,431 | 31,348 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,296,848 | 39,862 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,186,932 | 42,016 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $2,000,370 | 46,902 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,099,830 | 47,166 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $2,255,777 | 49,643 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $2,060,235 | 45,260 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $981,027 | 25,468 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $268,570 | 6,439 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $391,729 | 7,893 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $1,574,723 | 27,113 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $1,631,093 | 31,464 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $1,634,185 | 31,899 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $1,460,551 | 30,885 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $1,193,964 | 28,133 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||