Position in BNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,493,616
+$2,963,577 QoQ
Shares Held
120,971
-1.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#270
of 1,867 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. BNY ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
389,201 | $127,397,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
713,545 | $40,657,793 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
120,971 | $17,493,616 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
147,245 | $12,168,326 | |
| 5 | ING |
Ing Groep NV
|
309,114 | $9,699,996 | |
| 6 | C |
Citigroup Inc
|
10,592 | $1,482,455 | |
| 7 | TD |
Toronto Dominion Bank
|
11,257 | $1,366,937 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,504 | $365,584 |
All Filings in BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,493,616 | 120,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,530,039 | 122,482 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,541,432 | 125,260 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,324,861 | 131,469 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,373,283 | 135,806 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $11,261,894 | 134,278 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $7,525,728 | 97,953 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $316,542 | 4,405 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $270,163 | 4,511 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $226,331 | 3,928 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $268,629 | 5,161 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $221,865 | 5,202 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $234,976 | 5,278 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $261,916 | 5,764 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $255,867 | 5,621 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $241,635 | 6,273 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $227,736 | 5,460 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $264,725 | 5,334 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $309,797 | 5,334 | Shares | Defined | 2022-02-09 | |
| 2020-09-30 | $186,260 | 5,424 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $209,637 | 5,424 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $291,028 | 8,641 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||