Sound View Wealth Advisors Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1784777
SAVANNAH, GA
Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$521,319
+$97,692 QoQ
Shares Held
3,605
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,181
of 1,867 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. BNY ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
|
3,513 | $426,583 |
All Filings in BNY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,319 | 3,605 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $423,627 | 3,571 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $416,066 | 3,584 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $375,367 | 3,445 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $417,739 | 4,585 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $377,079 | 4,496 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $344,659 | 4,486 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $272,061 | 3,786 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,159 | 3,459 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $231,344 | 4,015 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $209,605 | 4,027 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $183,309 | 4,027 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||