BOSTON FAMILY OFFICE LLC
Family OfficePosition in BNY — Bank of New York Mellon Corp
CIK 1039807
BOSTON, MA
Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,863,733
+$275,515 QoQ
Shares Held
12,888
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#730
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $17,985,044 across 5 Banks - Diversified names. BNY ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,858 | $15,010,699 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
12,888 | $1,863,733 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,309 | $587,406 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,548 | $293,206 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,733 | 12,888 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,588,218 | 13,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,554,212 | 13,388 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,482,836 | 13,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,239,915 | 13,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,141,386 | 13,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,045,579 | 13,609 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $977,942 | 13,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $815,043 | 13,609 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $792,793 | 13,759 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $719,851 | 13,830 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $589,849 | 13,830 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $615,711 | 13,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $628,435 | 13,830 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $629,541 | 13,830 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $571,829 | 14,845 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $619,184 | 14,845 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $736,757 | 14,845 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $862,197 | 14,845 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $769,564 | 14,845 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $760,509 | 14,845 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $702,020 | 14,845 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $630,021 | 14,845 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $436,804 | 12,720 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $491,628 | 12,720 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $431,777 | 12,820 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||