Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,173,414
+$2,690,489 QoQ
Shares Held
84,181
+5.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#334
of 1,878 holders
Holding Since
Mar 2020
16 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, 2026Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. BNY ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
208,806 | $68,348,467 | |
| 2 | BAC |
Bank Of America Corp /De/
|
285,711 | $16,279,812 | |
| 3 | C |
Citigroup Inc
|
111,130 | $15,553,754 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
84,181 | $12,173,414 | |
| 5 | RY |
Royal Bank Of Canada
|
35,130 | $7,270,855 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
63,029 | $5,208,715 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,745 | $2,353,001 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,957 | $517,305 |
All Filings in BNY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,173,414 | 84,181 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,482,925 | 79,937 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,942,411 | 77,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,574,135 | 69,513 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,166,392 | 56,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,503,902 | 53,701 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,029,503 | 52,447 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $338,963 | 4,717 | Shares | Sole | 2024-10-24 | |
| 2023-03-31 | $204,888 | 4,509 | Shares | Sole | 2023-05-02 | |
| 2021-09-30 | $10,316 | 199 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $31,711 | 619 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $19,767 | 418 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,533 | 366 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,807 | 140 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,792 | 124 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,098 | 92 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||