Moss Adams Wealth Advisors LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1661245
SEATTLE, WA
Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$352,269
+$68,863 QoQ
Shares Held
2,436
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,355
of 1,867 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $8,473,794 across 5 Banks - Diversified names. BNY ranks #5 (4.2% of the industry book) .
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,269 | 2,436 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $283,406 | 2,389 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $242,743 | 2,091 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $223,040 | 2,047 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||