OneDigital Investment Advisors LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1690370
OVERLAND PARK, KS
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,522,143
-$64,940 QoQ
Shares Held
17,441
-20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#654
of 1,868 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. BNY ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in BNY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,522,143 | 17,441 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,587,083 | 21,808 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,013,464 | 25,958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,701,881 | 24,797 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,233,470 | 24,514 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,059,260 | 24,553 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,949,638 | 25,376 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,792,260 | 24,941 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,478,204 | 24,682 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,075,477 | 18,665 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,070,720 | 20,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $598,550 | 14,034 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $640,108 | 14,378 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $634,251 | 13,958 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $487,928 | 10,719 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $748,443 | 19,430 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $493,512 | 11,832 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $629,457 | 12,683 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $245,213 | 4,222 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $286,830 | 5,533 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $277,973 | 5,426 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $200,367 | 4,237 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $263,283 | 6,812 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $243,304 | 7,224 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||