B. Riley Wealth Advisors, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1464811
MEMPHIS, TN
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$632,379
+$122,626 QoQ
Shares Held
4,373
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,094
of 1,868 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. BNY ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,379 | 4,373 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $509,753 | 4,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,188,645 | 10,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,143,753 | 10,497 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,091,680 | 11,982 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $822,311 | 10,703 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $769,333 | 10,706 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $685,980 | 11,454 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $861,073 | 14,944 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $683,989 | 13,141 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $637,361 | 14,944 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,020,005 | 45,373 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $825,463 | 18,166 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $641,058 | 14,083 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $590,972 | 15,342 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $555,534 | 13,319 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $623,501 | 12,563 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $761,312 | 13,108 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $521,562 | 10,061 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $518,857 | 10,128 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $780,521 | 16,505 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $377,249 | 8,889 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $400,163 | 11,653 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $484,322 | 12,531 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $391,159 | 11,614 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||