DELTA FINANCIAL ADVISORS LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1790295
Metairie, LA
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,436,591
+$1,095,394 QoQ
Shares Held
44,510
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#431
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $14,435,112 across 3 Banks - Diversified names. BNY ranks #2 (44.6% of the industry book) .
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,436,591 | 44,510 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,341,197 | 45,024 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,309,260 | 45,734 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,067,947 | 46,512 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,261,305 | 46,771 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,965,373 | 47,280 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,661,564 | 47,658 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,420,751 | 47,603 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,775,542 | 46,344 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,668,439 | 46,311 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,424,228 | 46,575 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,994,868 | 46,773 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,080,464 | 46,731 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,178,848 | 47,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,218,053 | 48,727 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,917,564 | 49,781 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,085,750 | 50,006 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,467,504 | 49,718 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,886,053 | 49,691 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,574,529 | 49,663 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,558,016 | 49,932 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,359,912 | 49,903 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,108,673 | 49,686 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,790,212 | 52,132 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,085,090 | 53,948 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,852,265 | 54,996 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||