Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$987,107
+$179,593 QoQ
Shares Held
6,826
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#929
of 1,868 holders
Holding Since
Dec 2021
19 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, 2026Basepoint Wealth LLC holds $2,243,674 across 10 Banks - Diversified names. BNY ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
6,826 | $987,107 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,113 | $691,648 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,917 | $323,700 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,225 | $126,780 | |
| 5 | C |
Citigroup Inc
|
310 | $43,387 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
818 | $19,288 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,397 | $19,278 | |
| 8 | BCS |
Barclays PLC
|
649 | $17,432 |
All Filings in BNY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,107 | 6,826 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $807,514 | 6,807 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $802,530 | 6,913 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $816,110 | 7,490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $736,168 | 8,080 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $645,211 | 7,693 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $660,814 | 8,601 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $675,843 | 9,405 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $614,411 | 10,259 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $646,150 | 11,214 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $686,747 | 13,194 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $560,634 | 13,145 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $601,109 | 13,502 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $621,073 | 13,668 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $631,772 | 13,879 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $546,252 | 14,181 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $607,631 | 14,568 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $737,204 | 14,854 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $929,280 | 16,000 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||