Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,688
+$1,740 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,798
of 1,868 holders
Holding Since
Jun 2025
4 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, 2026VSM Wealth Advisory, LLC holds $2,106,698 across 7 Banks - Diversified names. BNY ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,658 | $870,043 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
7,111 | $587,653 | |
| 3 | SAN |
Banco Santander, S.A.
|
31,608 | $436,190 | |
| 4 | C |
Citigroup Inc
|
1,000 | $139,960 | |
| 5 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
67 | $9,688 | |
| 7 | BNS |
Bank Of Nova Scotia
|
85 | $7,381 |
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,688 | 67 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,948 | 67 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,778 | 67 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,104 | 67 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||