Sunbelt Securities, Inc.
Broker-DealerPosition in BNY — Bank of New York Mellon Corp
CIK 1632932
HOUSTON, TX
Position in BNY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,024,132
+$22,044 QoQ
Shares Held
8,633
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. BNY ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in BNY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,024,132 | 8,633 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,002,088 | 8,632 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $940,542 | 8,632 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $679,133 | 7,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $663,831 | 7,915 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $572,690 | 7,454 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $38,301 | 533 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $40,126 | 670 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $51,512 | 894 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $46,324 | 890 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $37,787 | 886 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $39,266 | 882 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $36,261 | 798 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||