1834 INVESTMENT ADVISORS CO
Position in BNY — Bank of New York Mellon Corp
CIK 1138486
Milwaukee, WI
Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,712,760
+$307,707 QoQ
Shares Held
11,844
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#756
of 1,868 holders
Holding Since
Mar 2020
26 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, 20261834 INVESTMENT ADVISORS CO holds $15,754,960 across 6 Banks - Diversified names. BNY ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,859 | $7,482,436 | |
| 2 | C |
Citigroup Inc
|
31,941 | $4,470,462 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
11,844 | $1,712,760 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,719 | $1,381,658 | |
| 5 | SAN |
Banco Santander, S.A.
|
26,100 | $360,180 | |
| 6 | BAC |
Bank Of America Corp /De/
|
6,098 | $347,464 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,760 | 11,844 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,405,053 | 11,844 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,374,969 | 11,844 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,290,522 | 11,844 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,079,106 | 11,844 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $993,356 | 11,844 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $909,974 | 11,844 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $851,109 | 11,844 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $709,337 | 11,844 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $682,451 | 11,844 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $616,480 | 11,844 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $505,146 | 11,844 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $527,294 | 11,844 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $538,191 | 11,844 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $539,138 | 11,844 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $456,230 | 11,844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $494,013 | 11,844 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $587,817 | 11,844 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $687,899 | 11,844 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $777,600 | 15,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $768,450 | 15,000 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $709,350 | 15,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $636,600 | 15,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $515,100 | 15,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $579,750 | 15,000 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $505,200 | 15,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||