Bollard Group LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1556218 BOSTON, MA

Position in BNY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$110,337

+$19,941 QoQ

Shares Held

763

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,662

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $60,602,298 across 5 Banks - Diversified names. BNY ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	149,952	$49,083,788
2	BAC	Bank Of America Corp /De/	196,288	$11,184,490
3	C	Citigroup Inc	1,028	$143,878
4	BNY	Bank of New York Mellon Corp This page	763	$110,337
5	BNS	Bank Of Nova Scotia	919	$79,805

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,337	763	+0.1%	Shares	Defined	2026-08-12
2026-03-31	$90,396	762	+0.3%	Shares	Defined	2026-05-14
2025-12-31	$88,228	760	+0.3%	Shares	Defined	2026-02-13
2025-09-30	$82,591	758	+0.3%	Shares	Defined	2025-11-14
2025-06-30	$68,879	756	+0.3%	Shares	Defined	2025-08-13
2025-03-31	$63,237	754	+0.3%	Shares	Defined	2025-05-15
2024-12-31	$57,776	752	+0.4%	Shares	Defined	2025-02-14
2024-09-30	$53,823	749	+0.3%	Shares	Defined	2024-11-13
2024-06-30	$44,737	747	+0.4%	Shares	Defined	2024-08-14
2024-03-31	$42,869	744	+0.4%	Shares	Defined	2024-05-13
2023-12-31	$38,569	741	+0.4%	Shares	Defined	2024-02-13
2023-09-30	$31,475	738	+0.5%	Shares	Defined	2023-11-14
2023-06-30	$32,677	734	+0.4%	Shares	Defined	2023-08-14
2023-03-31	$33,216	731	+0.4%	Shares	Defined	2023-05-12
2022-12-31	$33,138	728	+0.4%	Shares	Defined	2023-02-10
2022-09-30	$27,927	725	+0.4%	Shares	Defined	2022-11-09
2022-06-30	$30,114	722	+0.4%	Shares	Defined	2022-08-12
2022-03-31	$35,683	719	+0.3%	Shares	Defined	2022-05-12
2021-12-31	$41,643	717	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$37,065	715	+0.6%	Shares	Defined	2021-11-12
2021-06-30	$36,424	711	+0.6%	Shares	Defined	2021-08-12
2021-03-31	$33,434	707	+0.4%	Shares	Defined	2021-05-11
2020-12-31	$29,877	704	+0.4%	Shares	Defined	2021-02-04
2020-09-30	$24,072	701	+0.4%	Shares	Defined	2020-11-12
2020-06-30	$26,977	698	+0.4%	Shares	Defined	2020-08-13
2020-03-31	$23,407	695	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.