MISSION WEALTH MANAGEMENT, LP
Position in BNY — Bank of New York Mellon Corp
CIK 1645382
Santa Barbara, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,237,695
+$579,723 QoQ
Shares Held
15,474
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#686
of 1,868 holders
Holding Since
Mar 2021
22 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. BNY ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in BNY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,237,695 | 15,474 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,657,972 | 13,976 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,687,252 | 14,534 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,678,310 | 15,403 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,421,224 | 15,599 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,300,488 | 15,506 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,133,242 | 14,750 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,483,046 | 20,638 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,264,876 | 21,120 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,278,241 | 22,184 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,224,892 | 23,533 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $945,038 | 22,158 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $950,724 | 21,355 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $912,707 | 20,086 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $908,579 | 19,960 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $743,705 | 19,307 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $830,112 | 19,902 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $810,557 | 16,332 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $832,983 | 14,342 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $733,121 | 14,142 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $735,816 | 14,363 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $664,377 | 14,049 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||