Sowell Financial Services LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,313,058
+$217,392 QoQ
Shares Held
9,080
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#834
of 1,864 holders
Holding Since
Mar 2020
17 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, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. BNY ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,058 | 9,080 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,095,666 | 9,236 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $980,031 | 8,442 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $919,186 | 8,436 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $771,063 | 8,463 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $694,611 | 8,282 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $722,512 | 12,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $777,697 | 13,497 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $726,305 | 13,954 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $559,568 | 13,120 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $261,280 | 5,750 | Shares | Sole | 2023-05-12 | |
| 2021-06-30 | $612,813 | 11,962 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $584,788 | 12,366 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $244,496 | 5,761 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $195,016 | 5,679 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $219,300 | 5,674 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,388 | 160 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||