NEVILLE RODIE & SHAW INC

Position in BNY — Bank of New York Mellon Corp

CIK 71210 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$5,455,412

+$968,233 QoQ

Shares Held

37,725

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#461

of 1,867 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $60,713,931 across 5 Banks - Diversified names. BNY ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	128,730	$42,137,190
2	BAC	Bank Of America Corp /De/	178,708	$10,182,781
3	BNY	Bank of New York Mellon Corp This page	37,725	$5,455,412
4	WFC	Wells Fargo & Company/Mn	29,602	$2,446,309
5	C	Citigroup Inc	3,517	$492,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,455,412	37,725	-0.3%	Shares	Sole	2026-07-06
2026-03-31	$4,487,179	37,825	-7.7%	Shares	Sole	2026-04-01
2025-12-31	$4,757,832	40,984	-0.6%	Shares	Sole	2026-01-06
2025-09-30	$4,493,292	41,238	-0.7%	Shares	Sole	2025-10-01
2025-06-30	$3,784,253	41,535	-16.8%	Shares	Sole	2025-07-02
2025-03-31	$4,188,048	49,935	0.0%	Shares	Sole	2025-04-01
2024-12-31	$3,836,506	49,935	+82.1%	Shares	Sole	2025-01-06
2024-09-30	$1,971,047	27,429	-0.4%	Shares	Sole	2024-10-01
2024-06-30	$1,649,071	27,535	-0.7%	Shares	Sole	2024-07-01
2024-03-31	$1,598,090	27,735	0.0%	Shares	Sole	2024-04-09
2023-12-31	$1,443,606	27,735	-0.2%	Shares	Sole	2024-01-02
2023-09-30	$1,184,902	27,782	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,236,854	27,782	0.0%	Shares	Sole	2023-07-06
2023-03-31	$1,262,414	27,782	-0.7%	Shares	Sole	2023-04-04
2022-12-31	$1,273,740	27,982	-1.7%	Shares	Sole	2023-01-03
2022-09-30	$1,096,163	28,457	0.0%	Shares	Sole	2022-10-04
2022-06-30	$1,186,941	28,457	-7.3%	Shares	Sole	2022-07-06
2022-03-31	$1,523,442	30,696	0.0%	Shares	Sole	2022-04-05
2021-12-31	$1,782,823	30,696	-3.8%	Shares	Sole	2022-01-05
2021-09-30	$1,653,488	31,896	0.0%	Shares	Sole	2021-10-06
2021-06-30	$1,634,032	31,896	0.0%	Shares	Sole	2021-07-06
2021-03-31	$1,508,361	31,896	-0.8%	Shares	Sole	2021-04-08
2020-12-31	$1,365,125	32,166	-19.7%	Shares	Sole	2021-03-04
2020-09-30	$1,374,801	40,035	-0.7%	Shares	Sole	2020-10-01
2020-06-30	$1,558,947	40,335	-1.3%	Shares	Sole	2020-07-15
2020-03-31	$1,377,006	40,885	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.