Soltis Investment Advisors LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1802530
ST. GEORGE, UT
Position in BNY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$451,038
+$118,519 QoQ
Shares Held
3,119
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,239
of 1,868 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. BNY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
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|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,457 | $227,879 |
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,038 | 3,119 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $332,519 | 2,803 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $277,571 | 2,391 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $225,329 | 2,068 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||