One Wealth Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1725297
SAN FRANCISCO, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$449,737
+$70,121 QoQ
Shares Held
3,110
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,244
of 1,868 holders
Holding Since
Sep 2022
15 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, 2026One Wealth Advisors, LLC holds $7,396,679 across 6 Banks - Diversified names. BNY ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,131 | $2,661,520 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,279 | $1,675,856 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,866 | $961,024 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,507 | $939,925 | |
| 5 | C |
Citigroup Inc
|
5,063 | $708,617 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
3,110 | $449,737 |
All Filings in BNY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,737 | 3,110 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $379,616 | 3,200 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $386,231 | 3,327 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $361,638 | 3,319 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $555,315 | 6,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $686,727 | 8,188 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $420,106 | 5,468 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $373,815 | 5,202 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $258,305 | 4,313 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $252,145 | 4,376 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $238,232 | 4,577 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $246,418 | 5,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $395,100 | 8,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,696 | 7,858 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $303,807 | 7,887 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||