Pinnacle Wealth Management Advisory Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1631864
RED BANK, NJ
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$817,191
+$237,447 QoQ
Shares Held
5,651
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,000
of 1,868 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. BNY ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in BNY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,191 | 5,651 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $579,744 | 4,887 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $698,861 | 6,020 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $433,333 | 3,977 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $369,177 | 4,052 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $350,912 | 4,184 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $314,157 | 4,089 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $295,416 | 4,111 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $258,964 | 4,324 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $243,386 | 4,224 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $221,056 | 4,247 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $203,434 | 4,477 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||