Founders Financial Alliance, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1832190
RALEIGH, NC
Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$308,308
+$67,134 QoQ
Shares Held
2,132
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,412
of 1,867 holders
Holding Since
Sep 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $15,933,147 across 6 Banks - Diversified names. BNY ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,144 | $10,194,365 | |
| 2 | RY |
Royal Bank Of Canada
|
10,307 | $2,133,239 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,916 | $1,761,593 | |
| 4 | C |
Citigroup Inc
|
6,915 | $967,823 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,871 | $567,819 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
2,132 | $308,308 |
All Filings in BNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,308 | 2,132 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $241,174 | 2,033 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,778 | 2,031 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $220,970 | 2,028 | Shares | Sole | 2025-11-07 | |
| 2020-09-30 | $93,472 | 2,722 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||