KCM INVESTMENT ADVISORS LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1109228
GREENBRAE, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$535,346
+$95,348 QoQ
Shares Held
3,702
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,168
of 1,868 holders
Holding Since
Dec 2024
7 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, 2026KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. BNY ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
227,545 | $74,482,304 | |
| 2 | BAC |
Bank Of America Corp /De/
|
314,395 | $17,914,227 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,531 | $2,936,281 | |
| 4 | C |
Citigroup Inc
|
7,338 | $1,027,026 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,702 | $535,346 | |
| 6 | RY |
Royal Bank Of Canada
|
1,589 | $328,875 | |
| 7 | TD |
Toronto Dominion Bank
|
2,424 | $294,346 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,184 | $251,160 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,346 | 3,702 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $439,998 | 3,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,160 | 3,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $357,824 | 3,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $287,178 | 3,152 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $273,248 | 3,258 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,192 | 2,892 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||