Steward Partners Investment Advisory, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1723397
STAMFORD, CT
Position in BNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,283,708
+$5,316,704 QoQ
Shares Held
98,774
+30.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#304
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. BNY ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,283,708 | 98,774 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,967,004 | 75,588 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,531,917 | 82,108 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,519,146 | 78,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,576,843 | 61,210 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,703,765 | 56,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,085,646 | 92,225 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,510,731 | 90,603 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,283,495 | 88,220 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,646,126 | 97,989 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,730,007 | 71,662 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,033,182 | 71,118 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,180,286 | 71,435 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,222,648 | 92,928 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $558,075 | 12,260 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $472,755 | 12,273 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $506,359 | 12,140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $634,966 | 12,794 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $711,305 | 12,247 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $625,501 | 12,066 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $627,413 | 12,247 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $612,310 | 12,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $491,115 | 11,572 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $435,843 | 12,692 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $484,284 | 12,530 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $444,778 | 13,206 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||