Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,602
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,835
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Navigoe, LLC holds $271,400 across 7 Banks - Diversified names. BNY ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
750 | $245,497 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132 | $7,521 | |
| 3 | C |
Citigroup Inc
|
50 | $6,998 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
243 | $6,089 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
18 | $2,602 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
29 | $2,396 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
5 | $297 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,602 | 18 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||