Position in BNY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,760,039
+$1,549,234 QoQ
Shares Held
60,577
-0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#387
of 1,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. BNY ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
413,954 | $135,499,562 | |
| 2 | BAC |
Bank Of America Corp /De/
|
877,301 | $49,988,610 | |
| 3 | C |
Citigroup Inc
|
332,112 | $46,482,395 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
175,651 | $14,515,798 | |
| 5 | RY |
Royal Bank Of Canada
|
57,530 | $11,906,984 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
60,577 | $8,760,039 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
32,000 | $5,654,400 | |
| 8 | TD |
Toronto Dominion Bank
|
29,507 | $3,583,035 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,760,039 | 60,577 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,210,805 | 60,784 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,208,956 | 62,098 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,577,261 | 60,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,536,481 | 60,767 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,335,222 | 63,613 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,255,402 | 68,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,511,805 | 76,702 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,455,516 | 74,395 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,305,942 | 74,730 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,992,339 | 76,702 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,203,953 | 75,122 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,311,041 | 74,372 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,870,442 | 85,177 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,781,756 | 83,079 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,321,926 | 86,239 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,804,494 | 91,213 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,998,728 | 120,869 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,261,510 | 125,026 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,550,813 | 126,366 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,785,762 | 112,937 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,728,858 | 99,997 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,623,824 | 85,387 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,949,531 | 85,892 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,493,264 | 90,382 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,703,048 | 109,948 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||