FIRST FOUNDATION ADVISORS

Endowment

Position in BNY — Bank of New York Mellon Corp

CIK 1086763 Irvine, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$987,686

+$176,495 QoQ

Shares Held

6,830

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#928

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $36,203,740 across 5 Banks - Diversified names. BNY ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	97,905	$32,047,242
2	BAC	Bank Of America Corp /De/	23,067	$1,314,357
3	C	Citigroup Inc	7,281	$1,019,048
4	BNY	Bank of New York Mellon Corp This page	6,830	$987,686
5	WFC	Wells Fargo & Company/Mn	10,109	$835,407

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,686	6,830	-0.1%	Shares	Defined	2026-08-14
2026-03-31	$811,191	6,838	+1.4%	Shares	Defined	2026-05-04
2025-12-31	$783,142	6,746	0.0%	Shares	Defined	2026-02-04
2025-09-30	$735,043	6,746	-4.0%	Shares	Sole	2025-11-17
2025-06-30	$639,956	7,024	0.0%	Shares	Sole	2025-08-14
2025-03-31	$589,102	7,024	0.0%	Shares	Sole	2025-05-08
2024-12-31	$539,653	7,024	0.0%	Shares	Sole	2025-02-13
2024-09-30	$504,743	7,024	0.0%	Shares	Sole	2024-11-14
2024-06-30	$420,666	7,024	+7.7%	Shares	Sole	2024-08-06
2024-03-31	$375,911	6,524	0.0%	Shares	Sole	2024-05-10
2023-12-31	$339,573	6,524	-43.5%	Shares	Sole	2024-02-14
2023-09-30	$492,563	11,549	+1.3%	Shares	Defined	2023-11-15
2023-06-30	$507,750	11,405	+6.3%	Shares	Defined	2023-08-14
2023-03-31	$487,752	10,734	-2.1%	Shares	Sole	2023-05-12
2022-12-31	$498,853	10,959	-24.5%	Shares	Sole	2023-02-14
2022-09-30	$559,271	14,519	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$602,334	14,441	-4.2%	Shares	Sole	2022-08-12
2022-03-31	$748,221	15,076	+3.7%	Shares	Sole	2022-05-05
2021-12-31	$844,483	14,540	+3.5%	Shares	Sole	2022-02-14
2021-09-30	$727,989	14,043	+0.9%	Shares	Sole	2021-11-15
2021-06-30	$713,275	13,923	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$639,029	13,513	+1.3%	Shares	Sole	2021-05-18
2020-12-31	$566,022	13,337	-5.4%	Shares	Sole	2021-02-16
2020-09-30	$484,297	14,103	-11.2%	Shares	Sole	2020-11-12
2020-06-30	$614,109	15,889	+1.0%	Shares	Sole	2020-08-14
2020-03-31	$529,685	15,727	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.