Sequoia Financial Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1599900
Akron, OH
Position in BNY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,180,565
+$1,456,092 QoQ
Shares Held
63,485
-2.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#57
of 657 holders
Holding Since
Mar 2020
16 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. BNY ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in BNY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,180,565 | 63,485 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,724,473 | 65,114 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,873,455 | 67,822 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,340,055 | 58,187 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,581,101 | 50,281 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,344,717 | 51,803 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,001,844 | 52,087 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,637,050 | 50,613 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,059,993 | 17,699 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $982,593 | 17,053 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,497,686 | 28,774 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $542,721 | 12,725 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $545,548 | 12,254 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $557,730 | 12,274 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $547,742 | 12,033 | Shares | Sole | 2023-02-10 | |
| 2020-03-31 | $818,996 | 24,317 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||