Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$514,666
+$137,067 QoQ
Shares Held
3,559
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,184
of 1,868 holders
Holding Since
Jun 2020
13 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, 2026Mutual Advisors, LLC holds $46,353,491 across 10 Banks - Diversified names. BNY ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,030 | $32,415,489 | |
| 2 | BAC |
Bank Of America Corp /De/
|
100,425 | $5,722,216 | |
| 3 | C |
Citigroup Inc
|
23,185 | $3,244,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,492 | $2,767,778 | |
| 5 | ING |
Ing Groep NV
|
16,520 | $518,397 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
3,559 | $514,666 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,859 | $328,785 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,549 | $308,195 |
All Filings in BNY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,666 | 3,559 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $377,599 | 3,183 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $350,940 | 3,023 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $349,870 | 3,211 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $515,500 | 5,658 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $410,963 | 4,900 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $357,566 | 4,654 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $334,652 | 4,657 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $267,768 | 4,471 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $270,007 | 4,686 | Shares | Sole | 2024-05-02 | |
| 2021-03-31 | $335,664 | 7,098 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $323,138 | 7,614 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $214,894 | 5,560 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||