Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$98,334
+$17,666 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,669
of 1,867 holders
Holding Since
Mar 2020
12 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, 2026VALLEY WEALTH MANAGERS, INC. holds $7,141,079 across 5 Banks - Diversified names. BNY ranks #3 (1.4% of the industry book) .
All Filings in BNY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,334 | 680 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $80,668 | 680 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $34,827 | 300 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $32,688 | 300 | Shares | Sole | 2025-11-03 | |
| 2022-12-31 | $15,021 | 330 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,711 | 330 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,724 | 377 | Shares | Sole | 2022-11-16 | |
| 2021-12-31 | $228,080 | 3,927 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $203,575 | 3,927 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $216,599 | 4,228 | Shares | Sole | 2021-08-03 | |
| 2020-06-30 | $253,079 | 6,548 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $220,536 | 6,548 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||