Independent Advisor Alliance
Position in BNY — Bank of New York Mellon Corp
CIK 1696899
CHARLOTTE, NC
Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,657,641
+$510,914 QoQ
Shares Held
18,378
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#642
of 1,868 holders
Holding Since
Sep 2021
17 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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. BNY ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,657,641 | 18,378 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,146,727 | 18,096 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,563,035 | 13,464 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,475,208 | 13,539 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,177,504 | 12,924 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,058,690 | 12,623 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $882,545 | 11,487 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $400,403 | 5,572 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $356,285 | 5,949 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $311,263 | 5,402 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $280,913 | 5,397 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $231,632 | 5,431 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $278,561 | 6,257 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $238,332 | 5,245 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $269,193 | 5,424 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $248,408 | 4,277 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $223,637 | 4,314 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||