CFS Investment Advisory Services, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1845688
TOTOWA, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$495,723
+$87,518 QoQ
Shares Held
3,428
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,199
of 1,868 holders
Holding Since
Mar 2022
9 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, 2026CFS Investment Advisory Services, LLC holds $12,017,330 across 5 Banks - Diversified names. BNY ranks #4 (4.1% of the industry book) .
All Filings in BNY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,723 | 3,428 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $408,205 | 3,441 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $382,168 | 3,292 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $348,454 | 3,198 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $277,338 | 3,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $243,810 | 2,907 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $223,728 | 2,912 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $220,682 | 3,071 | Shares | Sole | 2024-11-12 | |
| 2022-03-31 | $773,433 | 15,584 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||