Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$646,985
+$79,815 QoQ
Shares Held
4,474
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,082
of 1,868 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $173,910,906 across 6 Banks - Diversified names. BNY ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,205 | $167,660,062 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,181 | $2,745,353 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,633 | $1,622,471 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,607 | $814,056 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
4,474 | $646,985 | |
| 6 | C |
Citigroup Inc
|
3,015 | $421,979 |
All Filings in BNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,985 | 4,474 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $567,170 | 4,781 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $581,262 | 5,007 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $466,675 | 4,283 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $392,684 | 4,310 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||