Position in BNY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$981,323
+$194,925 QoQ
Shares Held
6,786
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#935
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CENTAURUS FINANCIAL, INC. holds $25,599,712 across 7 Banks - Diversified names. BNY ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,446 | $16,185,159 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,027 | $3,142,551 | |
| 3 | BAC |
Bank Of America Corp /De/
|
54,487 | $3,104,669 | |
| 4 | C |
Citigroup Inc
|
10,351 | $1,448,725 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
6,786 | $981,323 | |
| 6 | RY |
Royal Bank Of Canada
|
2,207 | $456,782 | |
| 7 | TD |
Toronto Dominion Bank
|
2,310 | $280,503 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,323 | 6,786 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $786,398 | 6,629 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $770,953 | 6,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $849,234 | 7,794 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $613,079 | 6,729 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $547,922 | 6,533 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $453,066 | 5,897 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $446,466 | 6,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $394,076 | 6,580 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $275,250 | 4,777 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $159,793 | 3,070 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $155,501 | 3,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $152,614 | 3,428 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $226,700 | 4,989 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $158,045 | 3,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $220,334 | 5,720 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $165,421 | 3,966 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $184,673 | 3,721 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $216,115 | 3,721 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $185,535 | 3,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $196,159 | 3,829 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $180,978 | 3,827 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $162,417 | 3,827 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $131,419 | 3,827 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $132,453 | 3,427 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $118,991 | 3,533 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||