LPL Financial LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1403438 FORT MILL, SC

Position in BNY

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$95,422,175

+$5,136,661 QoQ

Shares Held

804,368

+3.4% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5.469387146181847.ToString("F0")% Shared 0.ToString("F0")% None 94.53061285381816.ToString("F0")%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. BNY ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,390,938	$1,585,798,322
2	BAC	Bank Of America Corp /De/	8,659,709	$422,160,813
3	C	Citigroup Inc	2,232,638	$253,203,475
4	WFC	Wells Fargo & Company/Mn	2,865,275	$228,104,542
5	BNY	Bank of New York Mellon Corp This page	804,368	$95,422,175
6	BMO	Bank Of Montreal /Can/	289,549	$39,187,561
7	HSBC	Hsbc Holdings PLC	377,367	$31,129,003
8	RY	Royal Bank Of Canada	169,890	$27,484,804

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$95,422,175	804,368	+3.4%	Shares	Sole	2026-05-06
2025-12-31	$90,285,514	777,720	-13.8%	Shares	Sole	2026-02-11
2025-09-30	$98,265,358	901,848	+47.0%	Shares	Sole	2025-11-12
2025-06-30	$55,895,438	613,494	+17.2%	Shares	Sole	2025-08-12
2025-03-31	$43,910,473	523,554	+16.7%	Shares	Sole	2025-05-07
2024-12-31	$34,471,469	448,672	+20.1%	Shares	Sole	2025-02-11
2024-09-30	$26,855,806	373,724	+18.1%	Shares	Sole	2024-11-08
2024-06-30	$18,953,448	316,471	+17.4%	Shares	Sole	2024-08-07
2024-03-31	$15,531,182	269,545	+6.8%	Shares	Sole	2024-05-10
2023-12-31	$13,141,792	252,484	+14.7%	Shares	Sole	2024-02-14
2023-09-30	$9,389,354	220,149	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$10,029,777	225,287	+8.9%	Shares	Sole	2023-07-31
2023-03-31	$9,397,582	206,813	+9.2%	Shares	Sole	2023-05-10
2022-12-31	$8,623,490	189,444	+1.9%	Shares	Sole	2023-02-07
2022-09-30	$7,157,824	185,821	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$7,830,301	187,732	+13.1%	Shares	Sole	2022-08-12
2022-03-31	$8,235,602	165,940	+14.1%	Shares	Sole	2022-05-16
2021-12-31	$8,449,652	145,483	+22.8%	Shares	Sole	2022-02-14
2021-09-30	$6,139,929	118,440	+15.0%	Shares	Sole	2021-11-15
2021-06-30	$5,274,896	102,965	+0.8%	Shares	Sole	2021-08-13
2021-03-31	$4,829,585	102,127	+11.5%	Shares	Sole	2021-05-14
2020-12-31	$3,885,891	91,562	+9.9%	Shares	Sole	2021-02-12
2020-09-30	$2,861,689	83,334	+2.7%	Shares	Sole	2020-11-09
2020-06-30	$3,135,983	81,138	-23.2%	Shares	Sole	2020-08-13
2020-03-31	$3,558,123	105,645	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.