Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$506,279
+$88,821 QoQ
Shares Held
3,501
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,192
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $67,243,441 across 6 Banks - Diversified names. BNY ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
191,888 | $62,810,698 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,554 | $2,538,686 | |
| 3 | UBS |
UBS Group AG
|
14,930 | $739,930 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
3,501 | $506,279 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,901 | $405,018 | |
| 6 | C |
Citigroup Inc
|
1,735 | $242,830 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,279 | 3,501 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $417,458 | 3,519 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,840,258 | 15,852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,727,233 | 15,852 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,444,275 | 15,852 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,587,742 | 18,931 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,454,468 | 18,931 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,360,381 | 18,931 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,149,408 | 19,192 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,105,843 | 19,192 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $999,984 | 19,212 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $857,990 | 20,117 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $899,170 | 20,197 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $918,660 | 20,217 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $920,277 | 20,217 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,380,518 | 35,839 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,511,820 | 36,246 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,798,888 | 36,246 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,243,456 | 38,627 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,625,799 | 50,652 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,777,127 | 54,209 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,632,114 | 55,659 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,008,953 | 70,899 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,545,315 | 74,121 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,907,291 | 75,221 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,621,213 | 77,827 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||