INDEPENDENT FINANCIAL GROUP, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 275484
SAN DIEGO, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$332,892
+$93,260 QoQ
Shares Held
2,302
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,382
of 1,867 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $26,614,552 across 9 Banks - Diversified names. BNY ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,575 | $14,263,404 | |
| 2 | BAC |
Bank Of America Corp /De/
|
102,532 | $5,842,273 | |
| 3 | C |
Citigroup Inc
|
17,061 | $2,387,857 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,711 | $2,042,117 | |
| 5 | SAN |
Banco Santander, S.A.
|
46,320 | $639,216 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,085 | $469,775 | |
| 7 | RY |
Royal Bank Of Canada
|
1,635 | $338,395 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
2,302 | $332,892 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,892 | 2,302 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $239,632 | 2,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $245,414 | 2,114 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $203,428 | 1,867 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $230,139 | 2,744 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $221,270 | 2,880 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||