Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,276,884
+$611,675 QoQ
Shares Held
15,745
+12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#681
of 1,868 holders
Holding Since
Sep 2024
8 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, 2026Advisory Alpha, LLC holds $13,063,860 across 6 Banks - Diversified names. BNY ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,476 | $6,702,409 | |
| 2 | BNY |
Bank of New York Mellon Corp
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|
15,745 | $2,276,884 | |
| 3 | BAC |
Bank Of America Corp /De/
|
37,478 | $2,135,496 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,474 | $1,030,851 | |
| 5 | C |
Citigroup Inc
|
4,860 | $680,205 | |
| 6 | RY |
Royal Bank Of Canada
|
1,150 | $238,015 |
All Filings in BNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,276,884 | 15,745 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,665,209 | 14,037 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,415,485 | 12,193 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,180,036 | 10,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $703,004 | 7,716 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $490,555 | 5,849 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $292,261 | 3,804 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $203,938 | 2,838 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||