Fiduciary Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1645890 SAVANNAH, GA

Position in BNY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$609,675

+$108,820 QoQ

Shares Held

4,216

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,109

of 1,868 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Group, LLC holds $38,161,016 across 7 Banks - Diversified names. BNY ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	86,519	$28,320,264
2	BAC	Bank Of America Corp /De/	108,615	$6,188,882
3	WFC	Wells Fargo & Company/Mn	21,547	$1,780,644
4	BNY	Bank of New York Mellon Corp This page	4,216	$609,675
5	TD	Toronto Dominion Bank	4,663	$566,228
6	RY	Royal Bank Of Canada	2,165	$448,090
7	BNS	Bank Of Nova Scotia	2,847	$247,233

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,675	4,216	-0.1%	Shares	Sole	2026-08-10
2026-03-31	$500,855	4,222	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$494,195	4,257	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$462,208	4,242	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$384,575	4,221	0.0%	Shares	Sole	2025-08-13
2025-03-31	$354,015	4,221	-1.1%	Shares	Sole	2025-04-28
2024-12-31	$327,833	4,267	0.0%	Shares	Sole	2025-02-11
2024-09-30	$306,626	4,267	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$249,262	4,162	0.0%	Shares	Sole	2024-08-08
2024-03-31	$239,814	4,162	0.0%	Shares	Sole	2024-05-13
2023-12-31	$216,632	4,162	0.0%	Shares	Sole	2024-02-05
2021-12-31	$241,728	4,162	0.0%	Shares	Sole	2022-02-14
2021-09-30	$215,758	4,162	0.0%	Shares	Sole	2021-10-27
2021-06-30	$213,219	4,162	0.0%	Shares	Sole	2021-08-05
2021-03-31	$196,820	4,162	-26.5%	Shares	Sole	2021-05-03
2020-06-30	$218,952	5,665	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.