Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,504,233
+$270,244 QoQ
Shares Held
10,402
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#788
of 1,867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. BNY ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
122,789 | $40,192,522 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
46,083 | $8,142,865 | |
| 3 | BAC |
Bank Of America Corp /De/
|
61,046 | $3,478,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,569 | $2,608,861 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
10,402 | $1,504,233 | |
| 6 | C |
Citigroup Inc
|
4,738 | $663,130 | |
| 7 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,233 | 10,402 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,233,989 | 10,402 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,200,370 | 10,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,126,646 | 10,340 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $955,743 | 10,490 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $879,796 | 10,490 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $807,867 | 10,515 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $744,469 | 10,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $620,460 | 10,360 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $596,943 | 10,360 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $539,238 | 10,360 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $440,787 | 10,335 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $460,114 | 10,335 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $486,480 | 10,706 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $651,254 | 14,307 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $564,124 | 14,645 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $624,064 | 14,962 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $563,845 | 11,361 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $659,846 | 11,361 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $604,142 | 11,654 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $592,986 | 11,575 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $548,138 | 11,591 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $494,467 | 11,651 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $400,094 | 11,651 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $453,131 | 11,724 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $393,954 | 11,697 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||