Abundance Wealth Counselors
Position in BNY — Bank of New York Mellon Corp
CIK 1767080
STATE COLLEGE, PA
Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$996,218
+$547,441 QoQ
Shares Held
6,889
+82.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#927
of 1,868 holders
Holding Since
Jun 2021
17 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, 2026Abundance Wealth Counselors holds $16,806,196 across 8 Banks - Diversified names. BNY ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,347 | $8,296,833 | |
| 2 | ING |
Ing Groep NV
|
120,328 | $3,775,892 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,171 | $2,516,863 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
6,889 | $996,218 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 | |
| 6 | C |
Citigroup Inc
|
2,282 | $319,388 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,642 | $291,229 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,577 | $212,963 |
All Filings in BNY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,218 | 6,889 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $448,777 | 3,783 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $342,697 | 2,952 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $263,356 | 2,417 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $238,434 | 2,617 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $236,261 | 2,817 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $241,246 | 3,140 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $288,374 | 4,013 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $258,305 | 4,313 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $265,801 | 4,613 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $240,106 | 4,613 | Shares | Sole | 2024-01-17 | |
| 2023-03-31 | $218,702 | 4,813 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $219,087 | 4,813 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $200,750 | 4,813 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $238,869 | 4,813 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $279,539 | 4,813 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $308,045 | 6,013 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||