CALDWELL SUTTER CAPITAL, INC.
Position in BNY — Bank of New York Mellon Corp
CIK 702007
SAUSALITO, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,035,986
+$93,708 QoQ
Shares Held
7,164
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#911
of 1,864 holders
Holding Since
Jun 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. BNY ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,167 | $2,345,974 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,609 | $1,174,300 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
7,164 | $1,035,986 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,424 | $365,599 | |
| 5 | C |
Citigroup Inc
|
560 | $78,377 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
442 | $78,101 | |
| 7 | RY |
Royal Bank Of Canada
|
375 | $77,613 | |
| 8 | TD |
Toronto Dominion Bank
|
259 | $31,450 |
All Filings in BNY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,986 | 7,164 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $942,278 | 7,943 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $922,102 | 7,943 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $865,469 | 7,943 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $723,686 | 7,943 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $666,179 | 7,943 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $610,260 | 7,943 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $570,783 | 7,943 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $475,706 | 7,943 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $457,675 | 7,943 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $413,433 | 7,943 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $338,768 | 7,943 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $353,622 | 7,943 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||