CSM Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1863523 WARRENDALE, PA

Position in BNY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$41,402,276

+$3,664,057 QoQ

Shares Held

286,303

-10.0% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#167

of 1,868 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $137,768,223 across 4 Banks - Diversified names. BNY ranks #3 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	338,868	$47,427,965
2	JPM	Jpmorgan Chase & Co	144,025	$47,143,703
3	BNY	Bank of New York Mellon Corp This page	286,303	$41,402,276
4	WFC	Wells Fargo & Company/Mn	21,712	$1,794,279

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,402,276	286,303	-10.0%	Shares	Sole	2026-08-14
2026-03-31	$37,738,219	318,117	-13.4%	Shares	Sole	2026-05-15
2025-12-31	$42,647,983	367,370	+11.1%	Shares	Sole	2026-02-11
2025-09-30	$36,027,624	330,650	-22.2%	Shares	Sole	2025-11-14
2025-06-30	$38,723,116	425,015	+1077.9%	Shares	Sole	2025-08-07
2025-03-31	$3,026,281	36,083	-67.6%	Shares	Sole	2025-05-14
2024-12-31	$8,544,878	111,218	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$8,347,473	116,163	-6.9%	Shares	Sole	2024-11-14
2024-06-30	$7,475,649	124,823	-1.9%	Shares	Sole	2024-08-14
2024-03-31	$7,328,284	127,183	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$6,716,688	129,043	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$5,587,022	130,997	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$5,856,472	131,547	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,977,268	131,542	+8.4%	Shares	Sole	2023-05-15
2022-12-31	$5,523,487	121,342	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$4,707,991	122,222	-12.1%	Shares	Sole	2022-11-14
2022-06-30	$5,800,276	139,062	+0.4%	Shares	Sole	2022-08-11
2022-03-31	$6,871,372	138,452	-14.1%	Shares	Sole	2022-05-16
2021-12-31	$9,363,192	161,212	-0.8%	Shares	Sole	2022-02-09
2021-09-30	$8,422,289	162,467	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$8,257,610	161,187	-5.9%	Shares	Sole	2021-08-16
2021-03-31	$8,101,108	171,307	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.