Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$790,893,489
+$159,303,813 QoQ
Shares Held
5,469,148
+2.7% QoQ
Ownership
0.806%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#24
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 10%
None 8%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. BNY ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,418,112 | $6,356,130,597 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,531,185 | $1,796,646,919 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,695,330 | $1,544,982,069 | |
| 4 | C |
Citigroup Inc
|
7,976,653 | $1,116,412,352 | |
| 5 | TD |
Toronto Dominion Bank
|
7,764,118 | $942,796,845 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
9,812,755 | $933,094,871 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
5,469,148 | $790,893,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,659,355 | $646,608,026 |
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,893,489 | 5,469,148 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $631,589,676 | 5,324,030 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $608,591,374 | 5,242,410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $629,795,007 | 5,780,057 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $547,772,633 | 6,012,212 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $504,566,362 | 6,016,053 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $558,459,366 | 7,268,767 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $524,384,551 | 7,297,308 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $434,377,676 | 7,252,925 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $391,745,355 | 6,798,774 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $351,761,808 | 6,758,152 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $278,687,253 | 6,534,285 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $286,300,505 | 6,430,829 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $288,669,412 | 6,352,760 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $281,798,886 | 6,190,661 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $230,694,429 | 5,988,952 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $245,190,731 | 5,878,464 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $284,733,613 | 5,737,127 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $333,817,820 | 5,747,552 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $339,756,456 | 6,553,944 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $360,364,166 | 7,034,241 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $386,966,598 | 8,182,842 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $338,749,586 | 7,981,847 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $266,924,854 | 7,773,001 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $277,665,619 | 7,184,104 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $241,754,366 | 7,177,980 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||