Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,309,211
+$1,275,910 QoQ
Shares Held
36,714
+8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#467
of 1,867 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAILARD, INC. holds $86,171,066 across 12 Banks - Diversified names. BNY ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,505 | $49,592,131 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,263 | $11,183,065 | |
| 3 | C |
Citigroup Inc
|
63,802 | $8,929,727 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
36,714 | $5,309,211 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,258 | $2,335,241 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
112,061 | $2,228,893 | |
| 7 | UBS |
UBS Group AG
|
31,504 | $1,561,338 | |
| 8 | BNS |
Bank Of Nova Scotia
|
16,673 | $1,447,883 |
All Filings in BNY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,309,211 | 36,714 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,033,301 | 33,999 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,958,204 | 34,096 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,910,247 | 35,887 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,600,552 | 28,543 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,460,829 | 29,341 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,757,947 | 22,881 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,600,465 | 22,272 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,258,109 | 21,007 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,230,647 | 21,358 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,121,989 | 21,556 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $820,671 | 19,242 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $673,409 | 15,126 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $684,599 | 15,066 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $695,591 | 15,281 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $588,624 | 15,281 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $635,118 | 15,227 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $270,731 | 5,455 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $244,400 | 4,208 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $236,131 | 4,555 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $233,352 | 4,555 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $259,716 | 5,492 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||