Dynamic Advisor Solutions LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1599747
PHOENIX, AZ
Position in BNY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,198,751
+$486,344 QoQ
Shares Held
29,035
-7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#520
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, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 Banks - Diversified names. BNY ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,198,751 | 29,035 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,712,407 | 31,294 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,804,153 | 24,155 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,603,054 | 23,890 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,133,705 | 23,419 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,764,708 | 21,041 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||