Visionary Wealth Advisors

Position in BNY — Bank of New York Mellon Corp

CIK 1802984 O'FALLON, IL

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,112,222

+$2,416,304 QoQ

Shares Held

90,673

+0.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#320

of 1,867 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $35,752,939 across 5 Banks - Diversified names. BNY ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	53,977	$17,668,291
2	BNY	Bank of New York Mellon Corp This page	90,673	$13,112,222
3	BAC	Bank Of America Corp /De/	45,598	$2,598,174
4	C	Citigroup Inc	9,442	$1,321,502
5	WFC	Wells Fargo & Company/Mn	12,739	$1,052,750

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,112,222	90,673	+0.6%	Shares	Sole	2026-08-13
2026-03-31	$10,695,918	90,162	-1.4%	Shares	Sole	2026-05-13
2025-12-31	$10,617,939	91,463	-3.3%	Shares	Sole	2026-02-13
2025-09-30	$10,306,308	94,588	-10.7%	Shares	Sole	2025-11-13
2025-06-30	$9,655,200	105,973	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$8,769,950	104,566	-13.4%	Shares	Sole	2025-05-14
2024-12-31	$9,276,531	120,741	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$8,876,506	123,525	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$7,933,628	132,470	+2.5%	Shares	Sole	2024-08-13
2024-03-31	$7,450,035	129,296	-6.7%	Shares	Sole	2024-05-15
2023-12-31	$7,214,390	138,605	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$5,859,598	137,388	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$5,976,810	134,250	+3.7%	Shares	Sole	2023-08-11
2022-12-31	$5,894,430	129,491	+7.0%	Shares	Sole	2023-02-14
2022-09-30	$4,661,651	121,019	+25.8%	Shares	Sole	2022-11-14
2022-06-30	$4,013,711	96,229	+16.8%	Shares	Sole	2022-08-12
2022-03-31	$4,090,454	82,419	+13.9%	Shares	Sole	2022-05-12
2021-12-31	$4,204,527	72,392	-2.4%	Shares	Sole	2022-02-14
2021-06-30	$3,798,140	74,139	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$3,362,650	71,107	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.