WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1632972
PLYMOUTH, MN
Position in BNY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,267,034
-$10,458,051 QoQ
Shares Held
112,489
-50.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 280 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 3.3532465685228647.ToString("F0")%
Shared 0.ToString("F0")%
None 96.64675343147714.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. BNY ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in BNY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,267,034 | 112,489 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,725,085 | 225,281 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $49,319,443 | 424,838 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $36,558,477 | 335,522 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,370,394 | 190,653 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $18,739,745 | 223,438 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,296,968 | 173,070 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $6,425,793 | 89,421 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,840,566 | 64,127 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,112,229 | 54,013 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,587,353 | 49,709 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,048,223 | 48,024 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $14,482,749 | 375,980 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,366,794 | 32,769 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,883,189 | 118,541 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,468,776 | 111,377 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,230,629 | 23,739 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||