Summit Financial Wealth Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1632283
Lafayette, LA
Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$848,716
+$174,661 QoQ
Shares Held
5,869
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#988
of 1,868 holders
Holding Since
Sep 2023
12 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, 2026Summit Financial Wealth Advisors, LLC holds $6,944,138 across 5 Banks - Diversified names. BNY ranks #4 (12.2% of the industry book) .
All Filings in BNY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,716 | 5,869 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $674,055 | 5,682 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $652,077 | 5,617 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $621,289 | 5,702 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $510,124 | 5,599 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $476,297 | 5,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $464,514 | 6,046 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $434,465 | 6,046 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $335,982 | 5,610 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $323,248 | 5,610 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $292,000 | 5,610 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $239,266 | 5,610 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||