Lloyd Advisory Services, LLC.
Position in BNY — Bank of New York Mellon Corp
CIK 1802474
SUWANEE, GA
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,223
-$22,365 QoQ
Shares Held
209
-53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,748
of 1,868 holders
Holding Since
Sep 2020
9 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, 2026Lloyd Advisory Services, LLC. holds $142,499 across 5 Banks - Diversified names. BNY ranks #3 (21.2% of the industry book) .
All Filings in BNY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,223 | 209 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $52,588 | 453 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $44,269 | 892 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $48,961 | 843 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $43,701 | 843 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $46,260 | 903 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $41,898 | 886 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $31,235 | 736 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $25,274 | 736 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||