PKS Advisory Services, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1605401 ALBANY, NY

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,751,038

+$564,399 QoQ

Shares Held

25,939

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#553

of 1,868 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PKS Advisory Services, LLC holds $7,660,908 across 4 Banks - Diversified names. BNY ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp This page	25,939	$3,751,038
2	JPM	Jpmorgan Chase & Co	9,943	$3,254,642
3	BAC	Bank Of America Corp /De/	7,918	$451,167
4	C	Citigroup Inc	1,458	$204,061

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,751,038	25,939	-3.4%	Shares	Sole	2026-08-04
2026-03-31	$3,186,639	26,862	+0.4%	Shares	Sole	2026-05-13
2025-12-31	$3,105,523	26,751	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$2,932,004	26,909	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$2,422,523	26,589	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$2,226,245	26,544	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$2,014,559	26,221	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.