SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1079935
LOS ANGELES, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$586,392
+$137,972 QoQ
Shares Held
4,055
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,126
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $80,306,074 across 7 Banks - Diversified names. BNY ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
505,602 | $70,764,055 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
20,882 | $6,835,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,954 | $905,237 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,379 | $819,314 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
4,055 | $586,392 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,200 | $212,039 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,314 | $183,733 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,392 | 4,055 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $448,420 | 3,780 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $305,664 | 2,633 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $291,031 | 2,671 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $241,076 | 2,646 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $222,087 | 2,648 | Shares | Defined | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||