Realta Investment Advisors
Position in BNY — Bank of New York Mellon Corp
CIK 1776792
WILMINGTON, DE
Position in BNY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,430,771
+$292,635 QoQ
Shares Held
9,894
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#808
of 1,868 holders
Holding Since
Mar 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, 2026Realta Investment Advisors holds $1,655,406 across 2 Banks - Diversified names. BNY ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
9,894 | $1,430,771 | |
| 2 | C |
Citigroup Inc
|
1,605 | $224,635 |
All Filings in BNY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,771 | 9,894 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,138,136 | 9,594 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,041,211 | 8,969 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $865,905 | 7,947 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $643,601 | 7,064 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $595,560 | 7,101 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $473,656 | 6,165 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $848,461 | 14,167 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $890,517 | 15,455 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $757,587 | 14,555 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $677,921 | 15,895 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $721,001 | 16,195 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $713,408 | 15,700 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $763,598 | 16,775 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $724,830 | 18,817 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $760,206 | 18,226 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $837,009 | 16,865 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $963,663 | 16,592 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $858,211 | 16,555 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $855,950 | 16,708 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $763,166 | 16,138 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $681,586 | 16,060 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $608,058 | 17,707 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $533,717 | 13,809 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $466,569 | 13,853 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||