Edgemoor Investment Advisors, Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1313792 BETHESDA, MD

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,691,192

+$483,488 QoQ

Shares Held

18,610

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#639

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

Edgemoor Investment Advisors, Inc. holds $26,403,650 across 5 Banks - Diversified names. BNY ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	147,759	$20,680,349
2	BNY	Bank of New York Mellon Corp This page	18,610	$2,691,192
3	JPM	Jpmorgan Chase & Co	7,132	$2,334,517
4	BAC	Bank Of America Corp /De/	8,031	$457,606
5	WFC	Wells Fargo & Company/Mn	2,904	$239,986

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,691,192	18,610	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2,207,704	18,610	-0.6%	Shares	Sole	2026-05-13
2025-12-31	$2,172,972	18,718	0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,039,513	18,718	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,705,396	18,718	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,569,878	18,718	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,438,103	18,718	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,345,075	18,718	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,121,021	18,718	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,078,531	18,718	0.0%	Shares	Sole	2024-05-09
2023-12-31	$974,271	18,718	0.0%	Shares	Sole	2024-02-07
2023-09-30	$798,322	18,718	0.0%	Shares	Sole	2023-11-09
2023-06-30	$833,325	18,718	0.0%	Shares	Sole	2023-08-09
2023-03-31	$850,545	18,718	0.0%	Shares	Sole	2023-05-09
2022-12-31	$852,043	18,718	0.0%	Shares	Sole	2023-02-07
2022-09-30	$721,017	18,718	0.0%	Shares	Sole	2022-11-08
2022-06-30	$780,727	18,718	0.0%	Shares	Sole	2022-08-04
2022-03-31	$928,974	18,718	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,087,141	18,718	+9.4%	Shares	Sole	2022-02-09
2021-09-30	$886,878	17,108	0.0%	Shares	Sole	2021-11-02
2021-06-30	$876,442	17,108	0.0%	Shares	Sole	2021-08-11
2021-03-31	$809,037	17,108	0.0%	Shares	Sole	2021-05-12
2020-12-31	$726,063	17,108	0.0%	Shares	Sole	2021-02-11
2020-09-30	$587,488	17,108	0.0%	Shares	Sole	2020-11-10
2020-06-30	$661,224	17,108	-10.5%	Shares	Sole	2020-08-05
2020-03-31	$643,557	19,108	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.