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Funds Holding NYC

On this page, we present all of the funds holding NYC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NYC, with a link to that fund's top holdings. The next columns indicate the amount of NYC stock held by each of the funds holding NYC, followed by the NYC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 20 funds holding NYC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Geode Capital Management LLC. For more details on the positions held by Geode Capital Management LLC (or by any of the other funds holding NYC), click the fund name in the "Holder" column of the funds-holding-NYC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Geode Capital Management LLC17,640$141 12/31/2023
     NYC17,640$141 12/31/2023
AE Wealth Management LLC10,368$80 12/31/2023
     NYC10,368$80 12/31/2023
Advisor Group Holdings Inc.2,517$20 12/31/2023
     NYC2,517$20 12/31/2023
Tower Research Capital LLC TRC 712$6 12/31/2023
     NYC712$6 12/31/2023
Coppell Advisory Solutions LLC482$4 12/31/2023
     NYC482$4 12/31/2023
Sunbelt Securities Inc.335$2 03/31/2024
     NYC335$2 03/31/2024
Bank of America Corp DE228$2 12/31/2023
     NYC228$2 12/31/2023
Washington Trust Advisors Inc.224$2 12/31/2023
     NYC224$2 12/31/2023
CWM LLC145$1 03/31/2024
     NYC145$1 03/31/2024
Global Retirement Partners LLC193$1 03/31/2024
     NYC193$1 03/31/2024
Newbridge Financial Services Group Inc.131$1 03/31/2024
     NYC131$1 03/31/2024
Morgan Stanley116$1 12/31/2023
     NYC116$1 12/31/2023
UBS Group AG147$1 12/31/2023
     NYC147$1 12/31/2023
JPMorgan Chase & Co.2$0 12/31/2023
     NYC2$0 12/31/2023
Wells Fargo & Company MN44$0 12/31/2023
     NYC44$0 12/31/2023
Proequities Inc. $0 12/31/2023
     NYC0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Royal Bank of Canada20$0 12/31/2023
     NYC20$0 12/31/2023
BOK Financial Private Wealth Inc.13$0 12/31/2023
     NYC13$0 12/31/2023
Castleview Partners LLC10$0 12/31/2023
     NYC10$0 12/31/2023
Salomon & Ludwin LLC62$0 12/31/2023
     NYC62$0 12/31/2023
Global Wealth Management Investment Advisory Inc.37$0 12/31/2023
     NYC37$0 12/31/2023

See Summary: Institutional Holders of NYC
See Details: Top 10 Hedge Funds Holding NYC
Also See: NYC Insider Buying
Also See: NYC Holdings Changes

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