Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,344
+$72,724 QoQ
Shares Held
2,886
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,276
of 1,867 holders
Holding Since
Sep 2024
8 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, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. BNY ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
|
2,014 | $281,879 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,344 | 2,886 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $344,620 | 2,905 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $337,009 | 2,903 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $329,059 | 3,020 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $281,256 | 3,087 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $264,022 | 3,148 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $241,553 | 3,144 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $225,568 | 3,139 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||