Focus Partners Advisor Solutions, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1868872
SAINT LOUIS, MO
Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,127,813
-$450,677 QoQ
Shares Held
7,799
-41.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#882
of 1,868 holders
Holding Since
Mar 2024
10 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, 2026Focus Partners Advisor Solutions, LLC holds $54,467,269 across 18 Banks - Diversified names. BNY ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,252 | $27,578,207 | |
| 2 | BAC |
Bank Of America Corp /De/
|
139,558 | $7,952,014 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
69,083 | $5,709,019 | |
| 4 | C |
Citigroup Inc
|
28,104 | $3,933,435 | |
| 5 | RY |
Royal Bank Of Canada
|
12,609 | $2,609,684 | |
| 6 | BNY |
Bank of New York Mellon Corp
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|
7,799 | $1,127,813 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
36,837 | $923,135 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,294 | $790,657 |
All Filings in BNY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,813 | 7,799 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,578,490 | 13,306 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,703,272 | 14,672 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,507,352 | 13,834 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $902,991 | 9,911 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $642,360 | 7,659 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $284,731 | 3,706 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $449,699 | 6,258 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $402,460 | 6,720 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $281,934 | 4,893 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||