SIMON QUICK ADVISORS, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1692038 MORRISTOWN, NJ

Position in BNY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$482,852

+$148,672 QoQ

Shares Held

3,339

+18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,213

of 1,868 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $45,598,019 across 5 Banks - Diversified names. BNY ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	513,385	$29,252,677
2	JPM	Jpmorgan Chase & Co	27,175	$8,895,192
3	C	Citigroup Inc	47,903	$6,704,503
4	BNY	Bank of New York Mellon Corp This page	3,339	$482,852
5	WFC	Wells Fargo & Company/Mn	3,180	$262,795

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,852	3,339	+18.5%	Shares	Sole	2026-07-28
2026-03-31	$334,180	2,817	-19.7%	Shares	Sole	2026-05-06
2025-12-31	$407,011	3,506	+2.3%	Shares	Sole	2026-01-29
2025-09-30	$373,514	3,428	+28.3%	Shares	Sole	2025-10-21
2025-06-30	$243,354	2,671	-65.7%	Shares	Sole	2025-10-08
2025-03-31	$653,095	7,787	+44.5%	Shares	Sole	2025-04-15
2024-12-31	$414,036	5,389	+9.5%	Shares	Sole	2025-01-17
2024-09-30	$353,623	4,921	+5.1%	Shares	Sole	2024-10-15
2024-06-30	$280,464	4,683	+6.0%	Shares	Sole	2024-08-02
2024-03-31	$254,565	4,418	+11.4%	Shares	Sole	2024-04-19
2023-12-31	$206,378	3,965	+3046.8%	Shares	Sole	2024-01-16
2020-09-30	$4,326	126	+350.0%	Shares	Sole	2020-10-26
2020-06-30	$1,082	28	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.