Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,831,919
+$329,708 QoQ
Shares Held
12,668
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#733
of 1,868 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $18,117,658 across 6 Banks - Diversified names. BNY ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,457 | $11,933,469 | |
| 2 | TD |
Toronto Dominion Bank
|
16,012 | $1,944,337 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
12,668 | $1,831,919 | |
| 4 | BAC |
Bank Of America Corp /De/
|
21,213 | $1,208,716 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,356 | $773,179 | |
| 6 | C |
Citigroup Inc
|
3,044 | $426,038 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,919 | 12,668 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,502,211 | 12,663 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,490,247 | 12,837 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,395,995 | 12,812 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,170,216 | 12,844 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,075,297 | 12,821 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $974,127 | 12,679 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $908,094 | 12,637 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $735,329 | 12,278 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $702,445 | 12,191 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $639,798 | 12,292 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $526,386 | 12,342 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $553,339 | 12,429 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $560,502 | 12,335 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $565,449 | 12,422 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $478,495 | 12,422 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $684,544 | 16,412 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $816,413 | 16,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $955,416 | 16,450 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $857,744 | 16,546 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $861,227 | 16,811 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $760,801 | 16,088 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $660,748 | 15,569 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||