RPg Family Wealth Advisory, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1569884
BURLINGTON, MA
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,164,014
+$2,361,262 QoQ
Shares Held
84,116
+1.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#333
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026RPg Family Wealth Advisory, LLC holds $32,446,372 across 3 Banks - Diversified names. BNY ranks #1 (37.5% of the industry book) .
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,164,014 | 84,116 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,802,752 | 82,633 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,637,559 | 83,018 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,066,452 | 83,209 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,276,544 | 57,914 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,828,575 | 105,265 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||