Patriot Financial Group Insurance Agency, LLC

Insurance

Position in BNY — Bank of New York Mellon Corp

CIK 1694883 Westborough, MA

Position in BNY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,911,866

-$2,398,250 QoQ

Shares Held

20,136

-55.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#620

of 1,868 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $21,896,529 across 5 Banks - Diversified names. BNY ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,761	$10,396,328
2	WFC	Wells Fargo & Company/Mn	74,895	$6,189,322
3	BNY	Bank of New York Mellon Corp This page	20,136	$2,911,866
4	BAC	Bank Of America Corp /De/	31,774	$1,810,482
5	C	Citigroup Inc	4,205	$588,531

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,911,866	20,136	-55.0%	Shares	Sole	2026-07-16
2026-03-31	$5,310,116	44,762	+114.5%	Shares	Sole	2026-04-22
2025-12-31	$2,422,101	20,864	-4.7%	Shares	Sole	2026-01-26
2025-09-30	$2,384,371	21,883	-1.9%	Shares	Sole	2025-10-08
2025-06-30	$2,031,388	22,296	+19.9%	Shares	Sole	2025-07-21
2025-03-31	$1,559,059	18,589	+6.0%	Shares	Sole	2025-04-14
2024-12-31	$1,347,675	17,541	+5.1%	Shares	Sole	2025-01-22
2024-09-30	$1,198,912	16,684	+10.6%	Shares	Sole	2024-10-24
2024-06-30	$903,620	15,088	+15.0%	Shares	Sole	2024-07-26
2024-03-31	$756,089	13,122	+24.4%	Shares	Sole	2024-04-30
2023-12-31	$549,179	10,551	+10.1%	Shares	Sole	2024-01-19
2023-09-30	$408,587	9,580	+16.5%	Shares	Sole	2023-10-19
2023-06-30	$366,177	8,225	+18.6%	Shares	Sole	2023-07-17
2023-03-31	$315,080	6,934	+25.1%	Shares	Sole	2023-04-20
2022-12-31	$252,226	5,541	+18.7%	Shares	Sole	2023-01-17
2022-06-30	$194,660	4,667	+39.5%	Shares	Sole	2022-07-29
2022-03-31	$166,061	3,346	+23.1%	Shares	Sole	2022-05-11
2021-12-31	$157,919	2,719	-0.7%	Shares	Sole	2022-01-10
2021-09-30	$141,989	2,739	+31.4%	Shares	Sole	2021-11-24
2021-06-30	$106,763	2,084	+53.5%	Shares	Sole	2021-07-30
2021-03-31	$64,219	1,358	+65.2%	Shares	Sole	2021-04-29
2020-12-31	$34,885	822	+14.2%	Shares	Sole	2021-01-15
2020-09-30	$24,724	720	+9.8%	Shares	Sole	2020-10-21
2020-06-30	$25,354	656	+123.1%	Shares	Sole	2020-07-10
2020-03-31	$9,901	294	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.