Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,574,513
+$196,745 QoQ
Shares Held
10,888
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#773
of 1,864 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $195,701,864 across 11 Banks - Diversified names. BNY ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
438,978 | $143,690,668 | |
| 2 | BAC |
Bank Of America Corp /De/
|
479,328 | $27,312,109 | |
| 3 | C |
Citigroup Inc
|
82,265 | $11,513,809 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
81,205 | $6,710,781 | |
| 5 | RY |
Royal Bank Of Canada
|
9,539 | $1,974,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,235 | $1,752,025 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
10,888 | $1,574,513 | |
| 8 | UBS |
UBS Group AG
|
12,502 | $619,599 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,513 | 10,888 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,377,768 | 11,614 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,338,401 | 11,529 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,514,761 | 13,902 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,440,928 | 26,791 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,657,672 | 31,688 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $7,001,671 | 91,132 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $5,007,995 | 69,691 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,946,751 | 65,900 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $3,492,521 | 60,613 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,620,545 | 69,559 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,944,854 | 69,047 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,564,084 | 57,594 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,318,848 | 51,031 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,461,311 | 54,071 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,278,920 | 59,162 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,837,739 | 68,035 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $6,291,992 | 126,778 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $8,198,456 | 141,158 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $8,181,492 | 157,822 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $6,804,624 | 132,825 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,259,209 | 132,358 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,816,953 | 137,063 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,668,454 | 135,948 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,395,269 | 139,593 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $4,528,343 | 134,452 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||