Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,434,956
-$701,791 QoQ
Shares Held
58,329
-25.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#391
of 1,868 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. BNY ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,434,956 | 58,329 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $9,136,747 | 78,704 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,672,889 | 79,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,475,757 | 82,052 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,174,743 | 85,546 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,700,113 | 87,207 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,377,862 | 88,754 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,458,374 | 91,140 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,279,317 | 91,623 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,807,077 | 92,355 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,421,368 | 56,773 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,527,222 | 56,766 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,062,296 | 23,378 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,026,521 | 22,551 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $931,490 | 24,182 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $770,759 | 18,479 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $747,080 | 15,053 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,041,258 | 17,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $888,589 | 17,141 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $882,897 | 17,234 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $996,258 | 21,067 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $617,756 | 14,556 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $355,865 | 10,363 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $345,878 | 8,949 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $271,393 | 8,058 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||