Resonant Capital Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1803236 Madison, WI

Position in BNY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$778,291

+$58,089 QoQ

Shares Held

5,382

-11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,015

of 1,868 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. BNY ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,882	$11,745,255
2	BAC	Bank Of America Corp /De/	31,347	$1,786,152
3	WFC	Wells Fargo & Company/Mn	14,682	$1,213,320
4	C	Citigroup Inc	8,227	$1,151,450
5	BNY	Bank of New York Mellon Corp This page	5,382	$778,291
6	MUFG	Mitsubishi Ufj Financial Group Inc	33,415	$664,624
7	ING	Ing Groep NV	19,778	$620,633
8	HSBC	Hsbc Holdings PLC	5,699	$541,917

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,291	5,382	-11.3%	Shares	Sole	2026-07-27
2026-03-31	$720,202	6,071	+4.8%	Shares	Sole	2026-04-29
2025-12-31	$672,625	5,794	+0.9%	Shares	Sole	2026-01-29
2025-09-30	$625,866	5,744	+3.4%	Shares	Sole	2025-10-29
2025-06-30	$506,024	5,554	+10.1%	Shares	Sole	2025-07-31
2025-03-31	$423,208	5,046	+8.6%	Shares	Sole	2025-04-28
2024-12-31	$356,952	4,646	+3.6%	Shares	Sole	2025-01-24
2024-09-30	$322,220	4,484	+6.1%	Shares	Sole	2024-10-18
2024-06-30	$253,214	4,228	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.