GREAT VALLEY ADVISOR GROUP, INC.
Position in BNY — Bank of New York Mellon Corp
CIK 1769897
WILMINGTON, DE
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$354,583
+$65,245 QoQ
Shares Held
2,452
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,351
of 1,868 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $54,245,930 across 9 Banks - Diversified names. BNY ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
103,960 | $34,029,226 | |
| 2 | BAC |
Bank Of America Corp /De/
|
149,602 | $8,524,321 | |
| 3 | C |
Citigroup Inc
|
41,896 | $5,863,764 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,633 | $2,366,231 | |
| 5 | RY |
Royal Bank Of Canada
|
6,761 | $1,399,324 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
5,469 | $966,372 | |
| 7 | TD |
Toronto Dominion Bank
|
4,797 | $582,499 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
2,452 | $354,583 |
All Filings in BNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,583 | 2,452 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $289,338 | 2,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $292,778 | 2,522 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $269,022 | 2,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,428 | 2,584 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $249,931 | 2,980 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $245,395 | 3,194 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $218,885 | 3,046 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||