UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1463217
IRVING, TX
Position in BNY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,351,849
+$1,088,948 QoQ
Shares Held
43,924
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#434
of 1,867 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. BNY ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,351,849 | 43,924 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,262,901 | 44,364 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,131,062 | 35,585 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,748,332 | 34,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,949,504 | 32,373 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,694,743 | 32,130 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,407,544 | 31,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,239,948 | 31,171 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,784,961 | 29,804 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,841,304 | 31,956 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,666,693 | 32,021 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $678,092 | 15,899 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $745,531 | 16,746 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,015,992 | 22,359 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $881,085 | 19,356 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $585,735 | 15,206 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $701,103 | 16,809 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $695,266 | 14,009 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $819,857 | 14,116 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $758,782 | 14,637 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $838,788 | 16,373 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $691,852 | 14,630 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,424,159 | 33,557 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $975,771 | 28,415 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,108,907 | 28,691 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $983,994 | 29,216 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||