Position in BNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,017,620
+$94,086 QoQ
Shares Held
7,037
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#919
of 1,868 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. BNY ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,620 | 7,037 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $923,534 | 7,785 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $906,082 | 7,805 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $853,047 | 7,829 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $108,869 | 7,160 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $45,289 | 540 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $34,727 | 452 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $32,337 | 450 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $26,710 | 446 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $25,525 | 443 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,902 | 440 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,595 | 436 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,232 | 432 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $19,448 | 428 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $19,346 | 425 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $16,216 | 421 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $18,394 | 441 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $46,503 | 937 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $54,304 | 935 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $48,314 | 932 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $23,770 | 464 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $22,131 | 468 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,182 | 452 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||