Beacon Pointe Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1744317
NEWPORT BEACH, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,347,309
+$225,612 QoQ
Shares Held
16,232
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#676
of 1,868 holders
Holding Since
Jun 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, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. BNY ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in BNY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,309 | 16,232 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,121,697 | 17,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,466,100 | 12,629 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,766,459 | 16,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,237,638 | 13,584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,159,670 | 13,827 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,043,044 | 13,576 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $650,189 | 9,048 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $589,078 | 9,836 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,034,221 | 17,949 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $520,812 | 10,006 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $441,768 | 10,358 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $388,526 | 8,727 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $432,634 | 9,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $391,836 | 8,608 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $346,448 | 8,994 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $409,717 | 9,823 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $891,454 | 17,962 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $382,514 | 6,586 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $436,233 | 8,415 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $233,455 | 4,557 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||