MONETA GROUP INVESTMENT ADVISORS LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1120927
ST LOUIS, MO
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,143,286
+$140,507 QoQ
Shares Held
7,906
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#878
of 1,867 holders
Holding Since
Jun 2021
20 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. BNY ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in BNY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,286 | 7,906 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,002,779 | 8,453 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $969,003 | 8,347 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $720,988 | 6,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $630,754 | 6,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $506,742 | 6,042 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $450,146 | 5,859 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $417,075 | 5,804 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $384,733 | 6,424 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $605,298 | 10,505 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $280,393 | 5,387 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $228,902 | 5,367 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $254,832 | 5,724 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $276,911 | 6,094 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $316,018 | 8,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $689,007 | 16,519 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $404,980 | 8,160 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $473,990 | 8,161 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $389,007 | 7,504 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $575,978 | 11,243 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||