Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$936,783
+$163,790 QoQ
Shares Held
6,478
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#955
of 1,878 holders
Holding Since
Mar 2021
21 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, 2026Kovack Advisors, Inc. holds $15,683,959 across 9 Banks - Diversified names. BNY ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,034 | $7,867,049 | |
| 2 | C |
Citigroup Inc
|
15,748 | $2,204,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,542 | $2,082,163 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
15,526 | $1,283,068 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
6,478 | $936,783 | |
| 6 | SAN |
Banco Santander, S.A.
|
32,919 | $454,282 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,800 | $322,000 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,955 | $294,822 |
All Filings in BNY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,783 | 6,478 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $772,993 | 6,516 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $881,007 | 7,589 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,778 | 5,165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $517,231 | 5,677 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $437,214 | 5,213 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $404,894 | 5,270 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $352,401 | 4,904 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $360,238 | 6,015 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $279,612 | 5,372 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $229,115 | 5,372 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $251,493 | 5,649 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $316,853 | 6,973 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $307,533 | 6,756 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $269,485 | 6,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $255,432 | 6,124 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $254,204 | 5,122 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $279,829 | 4,818 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $254,223 | 4,904 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $261,990 | 5,114 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $231,721 | 4,900 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||