Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$511,340
+$103,491 QoQ
Shares Held
3,536
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,186
of 1,868 holders
Holding Since
Sep 2025
4 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, 2026MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. BNY ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,394 | $7,984,888 | |
| 2 | C |
Citigroup Inc
|
31,154 | $4,360,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
74,319 | $4,234,696 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
30,651 | $2,532,998 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,536 | $511,340 | |
| 6 | UBS |
UBS Group AG
|
5,722 | $283,582 |
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,340 | 3,536 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $407,849 | 3,438 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $399,581 | 3,442 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $344,967 | 3,166 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||