Kestra Advisory Services, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1830819 AUSTIN, TX

Position in BNY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,625,517

+$932,616 QoQ

Shares Held

25,071

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#565

of 1,868 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. BNY ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	688,749	$225,448,210
2	WFC	Wells Fargo & Company/Mn	556,012	$45,948,831
3	BAC	Bank Of America Corp /De/	544,630	$31,033,017
4	C	Citigroup Inc	152,011	$21,275,459
5	RY	Royal Bank Of Canada	23,858	$4,937,890
6	BNY	Bank of New York Mellon Corp This page	25,071	$3,625,517
7	BMO	Bank Of Montreal /Can/	19,637	$3,469,857
8	TD	Toronto Dominion Bank	24,639	$2,991,913

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,625,517	25,071	+10.4%	Shares	Sole	2026-07-28
2026-03-31	$2,692,901	22,700	-4.4%	Shares	Sole	2026-04-30
2025-12-31	$2,756,557	23,745	-23.7%	Shares	Sole	2026-02-13
2025-09-30	$3,392,142	31,132	+39.3%	Shares	Sole	2025-11-14
2025-06-30	$2,035,488	22,341	+33.1%	Shares	Sole	2025-08-15
2025-03-31	$1,407,590	16,783	-11.9%	Shares	Sole	2025-05-14
2024-12-31	$1,463,841	19,053	-83.8%	Shares	Sole	2025-02-10
2024-09-30	$8,425,728	117,252	-6.0%	Shares	Sole	2024-11-13
2024-06-30	$7,472,115	124,764	+529.2%	Shares	Sole	2024-08-14
2024-03-31	$1,142,546	19,829	+15.0%	Shares	Sole	2024-05-15
2023-12-31	$897,342	17,240	-5.3%	Shares	Sole	2024-02-14
2023-09-30	$776,400	18,204	-40.1%	Shares	Sole	2023-11-13
2023-06-30	$1,353,630	30,405	+57.6%	Shares	Sole	2023-08-11
2023-03-31	$876,764	19,295	-62.0%	Shares	Sole	2023-05-12
2022-12-31	$2,313,599	50,826	+27.9%	Shares	Sole	2023-01-31
2022-09-30	$1,530,784	39,740	-5.8%	Shares	Sole	2022-11-01
2022-06-30	$1,759,494	42,184	+40.4%	Shares	Sole	2022-08-12
2022-03-31	$1,491,580	30,054	-0.4%	Shares	Sole	2022-07-20
2021-12-31	$1,752,796	30,179	-34.3%	Shares	Sole	2022-07-25
2021-09-30	$2,381,063	45,931	+89.3%	Shares	Sole	2022-07-25
2021-06-30	$1,243,147	24,266	-2.8%	Shares	Sole	2022-07-26
2021-03-31	$1,181,115	24,976	-35.7%	Shares	Sole	2022-07-27
2020-12-31	$1,648,878	38,852	+33106.8%	Shares	Sole	2022-07-28
2020-09-30	$4,017	117	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.