Anchor Investment Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1634149
COLUMBIA, SC
Position in BNY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,167,251
-$961 QoQ
Shares Held
18,269
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Anchor Investment Management, LLC holds $20,352,308 across 7 Banks - Diversified names. BNY ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,707 | $11,974,371 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,518 | $3,827,752 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
18,269 | $2,167,251 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,016 | $1,115,813 | |
| 5 | C |
Citigroup Inc
|
8,845 | $1,003,111 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,000 | $259,440 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
211 | $4,570 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,167,251 | 18,269 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,168,212 | 18,677 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,056,837 | 18,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,743,207 | 19,133 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,638,064 | 19,531 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,533,526 | 19,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,452,649 | 20,215 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,284,041 | 21,440 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,234,738 | 21,429 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,117,565 | 21,471 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $944,569 | 22,147 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,054,278 | 23,681 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,089,469 | 23,976 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,096,212 | 24,082 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $885,690 | 22,993 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $965,336 | 23,144 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,151,465 | 23,201 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,345,829 | 23,172 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,199,629 | 23,141 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $1,183,771 | 23,107 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,097,080 | 23,199 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $982,952 | 23,161 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $835,148 | 24,320 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $916,159 | 23,704 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $801,078 | 23,785 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||