Northstar Advisory Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1816000
NORTHFIELD, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,378,501
+$836,328 QoQ
Shares Held
30,278
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#511
of 1,868 holders
Holding Since
Mar 2025
6 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, 2026Northstar Advisory Group, LLC holds $8,406,669 across 3 Banks - Diversified names. BNY ranks #1 (52.1% of the industry book) .
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,378,501 | 30,278 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,542,173 | 29,859 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,224,863 | 36,393 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,393,520 | 49,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,938,685 | 43,230 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,908,192 | 34,675 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||