BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BNY — Bank of New York Mellon Corp
CIK 1654599
MORRISTOWN, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,636,551
+$294,016 QoQ
Shares Held
11,317
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#768
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $65,116,814 across 10 Banks - Diversified names. BNY ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,655 | $53,896,521 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,719 | $8,815,888 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
11,317 | $1,636,551 | |
| 4 | TD |
Toronto Dominion Bank
|
2,963 | $359,797 | |
| 5 | C |
Citigroup Inc
|
1,736 | $242,970 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,078 | $89,085 | |
| 7 | BNS |
Bank Of Nova Scotia
|
500 | $43,420 | |
| 8 | RY |
Royal Bank Of Canada
|
130 | $26,906 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,551 | 11,317 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,342,535 | 11,317 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,331,204 | 11,467 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,249,444 | 11,467 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,053,869 | 11,567 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $970,124 | 11,567 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $896,375 | 11,667 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $878,201 | 12,221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $731,915 | 12,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $704,174 | 12,221 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $672,694 | 12,924 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $538,285 | 12,621 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $561,886 | 12,621 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $573,498 | 12,621 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $574,507 | 12,621 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $793,011 | 20,587 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $869,319 | 20,842 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,045,058 | 21,057 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,222,990 | 21,057 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,074,487 | 20,727 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,060,819 | 20,707 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $979,234 | 20,707 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $878,805 | 20,707 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $711,078 | 20,707 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $800,325 | 20,707 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $704,147 | 20,907 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||