HBW ADVISORY SERVICES LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1790525
SIMI VALLEY, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,913
-$178,695 QoQ
Shares Held
1,825
-51.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,494
of 1,868 holders
Holding Since
Sep 2025
4 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, 2026HBW ADVISORY SERVICES LLC holds $7,357,492 across 4 Banks - Diversified names. BNY ranks #4 (3.6% of the industry book) .
All Filings in BNY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,913 | 1,825 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $442,608 | 3,731 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $470,512 | 4,053 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $417,861 | 3,835 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||