LEVEL FOUR ADVISORY SERVICES, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1696715
DALLAS, TX
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$424,719
+$44,748 QoQ
Shares Held
2,937
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,270
of 1,868 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. BNY ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
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|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in BNY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,719 | 2,937 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $379,971 | 3,203 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $338,634 | 2,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $312,715 | 2,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $239,892 | 2,633 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $288,877 | 4,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,396 | 3,847 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||