Strategic Investment Advisors / MI
Position in BNY — Bank of New York Mellon Corp
CIK 1760540
FARMINGTON HILLS, MI
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,596,205
+$113,212 QoQ
Shares Held
11,038
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#771
of 1,868 holders
Holding Since
Jun 2020
25 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, 2026Strategic Investment Advisors / MI holds $12,188,816 across 9 Banks - Diversified names. BNY ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,785 | $7,130,884 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
11,038 | $1,596,205 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,626 | $1,175,269 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,844 | $1,144,068 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,082 | $469,430 | |
| 6 | C |
Citigroup Inc
|
2,200 | $307,912 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,479 | $140,638 | |
| 8 | SAN |
Banco Santander, S.A.
|
8,237 | $113,670 |
All Filings in BNY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,205 | 11,038 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,482,993 | 12,501 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $775,249 | 6,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $755,746 | 6,936 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $723,231 | 7,938 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $905,628 | 10,798 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $902,522 | 11,747 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $943,234 | 13,126 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $809,533 | 13,517 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $795,789 | 13,811 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $793,450 | 15,244 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $703,213 | 16,488 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $743,484 | 16,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $776,569 | 17,090 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $782,807 | 17,197 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $675,910 | 17,547 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $751,614 | 18,020 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $898,501 | 18,104 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,066,871 | 18,369 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $933,120 | 18,000 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $869,065 | 16,964 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $477,581 | 10,099 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $317,451 | 7,480 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $246,526 | 7,179 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $253,389 | 6,556 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||