SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in BNY — Bank of New York Mellon Corp
CIK 1080576
JACKSON, TN
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$649,009
+$125,258 QoQ
Shares Held
4,488
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,080
of 1,868 holders
Holding Since
Sep 2024
8 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $10,532,791 across 7 Banks - Diversified names. BNY ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,353 | $4,370,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,284 | $2,295,382 | |
| 3 | C |
Citigroup Inc
|
11,208 | $1,568,671 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,719 | $968,458 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
4,488 | $649,009 | |
| 6 | RY |
Royal Bank Of Canada
|
1,761 | $364,474 | |
| 7 | TD |
Toronto Dominion Bank
|
2,602 | $315,960 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,009 | 4,488 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $523,751 | 4,415 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $485,488 | 4,182 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $447,498 | 4,107 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $354,691 | 3,893 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $308,473 | 3,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $283,349 | 3,688 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $314,028 | 4,370 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||