Jackson, Grant Investment Advisers, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1650300
STAMFORD, CT
Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$583,790
+$104,881 QoQ
Shares Held
4,037
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,127
of 1,868 holders
Holding Since
Mar 2023
5 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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,975,652 across 9 Banks - Diversified names. BNY ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
4,037 | $583,790 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,446 | $473,319 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,344 | $361,481 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,422 | $282,794 | |
| 5 | C |
Citigroup Inc
|
794 | $111,128 | |
| 6 | RY |
Royal Bank Of Canada
|
307 | $63,539 | |
| 7 | BNS |
Bank Of Nova Scotia
|
700 | $60,788 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
134 | $23,677 |
All Filings in BNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,790 | 4,037 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $478,909 | 4,037 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $468,655 | 4,037 | Shares | Sole | 2026-01-27 | |
| 2023-06-30 | $3,472 | 78 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,544 | 78 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||