Capital Analysts, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1624758
FORT WASHINGTON, PA
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$634,548
+$114,000 QoQ
Shares Held
4,388
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,092
of 1,867 holders
Holding Since
Dec 2020
22 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, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. BNY ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,548 | 4,388 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $520,548 | 4,388 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $490,015 | 4,221 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $449,024 | 4,121 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $327,631 | 3,596 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $268,216 | 3,198 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $254,844 | 3,317 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $229,808 | 3,198 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $191,528 | 3,198 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $184,268 | 3,198 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $166,455 | 3,198 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $141,384 | 3,315 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $151,278 | 3,398 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $154,405 | 3,398 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $154,676 | 3,398 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $131,122 | 3,404 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $141,980 | 3,404 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $168,940 | 3,404 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $186,088 | 3,204 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $166,095 | 3,204 | Shares | Defined | 2021-11-04 | |
| 2021-03-31 | $184,856 | 3,909 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,676 | 228 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||