TCI Wealth Advisors, Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1583751 Tucson, AZ

Position in BNY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$328,987

+$49,732 QoQ

Shares Held

2,275

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,387

of 1,867 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $5,201,062 across 5 Banks - Diversified names. BNY ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,105	$3,634,999
2	BAC	Bank Of America Corp /De/	11,238	$640,341
3	BNY	Bank of New York Mellon Corp This page	2,275	$328,987
4	WFC	Wells Fargo & Company/Mn	3,644	$301,140
5	C	Citigroup Inc	2,112	$295,595

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,987	2,275	-3.4%	Shares	Sole	2026-07-29
2026-03-31	$279,255	2,354	+0.0%	Shares	Sole	2026-04-27
2025-12-31	$273,159	2,353	+2.1%	Shares	Sole	2026-02-02
2025-09-30	$251,043	2,304	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$208,824	2,292	-13.7%	Shares	Sole	2025-07-16
2024-12-31	$204,137	2,657	-12.0%	Shares	Sole	2025-01-23
2023-03-31	$137,274	3,021	+4.7%	Shares	Sole	2023-05-03
2022-12-31	$131,370	2,886	-7.9%	Shares	Sole	2023-02-07
2022-09-30	$120,683	3,133	-20.8%	Shares	Sole	2022-11-08
2022-06-30	$165,046	3,957	-11.9%	Shares	Sole	2022-07-19
2022-03-31	$222,838	4,490	-12.6%	Shares	Sole	2022-04-29
2021-12-31	$298,298	5,136	0.0%	Shares	Sole	2022-01-24
2021-09-30	$266,250	5,136	+124.0%	Shares	Sole	2021-10-29
2021-06-30	$117,470	2,293	0.0%	Shares	Sole	2021-08-02
2021-03-31	$108,435	2,293	+15.3%	Shares	Sole	2021-04-29
2020-12-31	$84,370	1,988	0.0%	Shares	Sole	2021-01-21
2020-09-30	$68,267	1,988	-3.6%	Shares	Sole	2020-10-20
2020-06-30	$79,734	2,063	+3.3%	Shares	Sole	2020-07-20
2020-03-31	$67,258	1,997	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.