Stratos Wealth Partners, LTD.
Position in BNY — Bank of New York Mellon Corp
CIK 1612865
BEACHWOOD, OH
Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,501,319
-$194,073 QoQ
Shares Held
17,297
-23.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#657
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. BNY ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,319 | 17,297 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,695,392 | 22,721 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,707,102 | 23,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,558,271 | 23,479 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,370,932 | 15,047 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,254,275 | 14,955 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,259,704 | 16,396 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,256,975 | 17,492 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,229,661 | 20,532 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,083,371 | 18,802 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,054,116 | 20,252 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $950,455 | 22,285 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $978,727 | 21,984 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $810,013 | 17,826 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,049,509 | 23,056 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $944,664 | 24,524 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,049,882 | 25,171 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,241,147 | 25,008 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,255,283 | 21,613 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,100,977 | 21,238 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,112,971 | 21,725 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $975,592 | 20,630 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $900,576 | 21,220 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $783,432 | 22,814 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,100,674 | 28,478 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,259,160 | 37,386 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||