Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$449,156
+$63,138 QoQ
Shares Held
3,106
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,245
of 1,867 holders
Holding Since
Jun 2021
9 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. BNY ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
|
2,245 | $272,609 |
All Filings in BNY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,156 | 3,106 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $386,018 | 3,254 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $402,829 | 3,470 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $351,393 | 3,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,158 | 3,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,142 | 3,531 | Shares | Sole | 2025-05-06 | |
| 2021-12-31 | $340,986 | 5,871 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $309,691 | 5,974 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $350,156 | 6,835 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||