Tranquilli Financial Advisor LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1847769
Clinton, NJ
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,009,522
+$545,086 QoQ
Shares Held
6,981
+78.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#922
of 1,867 holders
Holding Since
Mar 2021
22 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, 2026Tranquilli Financial Advisor LLC holds $4,828,262 across 7 Banks - Diversified names. BNY ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,150 | $1,685,749 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,135 | $1,085,476 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
6,981 | $1,009,522 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,892 | $275,000 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,256 | $265,416 | |
| 6 | BCS |
Barclays PLC
|
9,639 | $258,903 | |
| 7 | UBS |
UBS Group AG
|
5,008 | $248,196 |
All Filings in BNY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,522 | 6,981 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $464,436 | 3,915 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $579,521 | 4,992 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $552,427 | 5,070 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $605,425 | 6,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $565,703 | 6,745 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $769,913 | 10,021 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $725,354 | 10,094 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $604,230 | 10,089 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $578,447 | 10,039 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $469,334 | 9,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $385,854 | 9,047 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $401,125 | 9,010 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $407,960 | 8,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $388,376 | 8,532 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $280,887 | 7,292 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $265,400 | 6,363 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $309,294 | 6,232 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $364,452 | 6,275 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $325,296 | 6,275 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $317,523 | 6,198 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $292,819 | 6,192 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||