Journey Advisory Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1840085
COVINGTON, KY
Position in BNY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,456,222
+$261,618 QoQ
Shares Held
10,070
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#797
of 1,868 holders
Holding Since
Mar 2024
10 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, 2026Journey Advisory Group, LLC holds $26,347,614 across 4 Banks - Diversified names. BNY ranks #2 (5.5% of the industry book) .
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,222 | 10,070 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,194,604 | 10,070 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,236,242 | 10,649 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,160,315 | 10,649 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $970,230 | 10,649 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $893,131 | 10,649 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $818,162 | 10,649 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $765,237 | 10,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,768 | 10,649 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $362,026 | 6,283 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||