Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$348,943
+$45,844 QoQ
Shares Held
2,413
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,358
of 1,868 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,011,705 across 19 Banks - Diversified names. BNY ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,246 | $735,183 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
2,413 | $348,943 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,204 | $264,778 | |
| 4 | C |
Citigroup Inc
|
1,479 | $207,000 | |
| 5 | BAC |
Bank Of America Corp /De/
|
2,139 | $121,880 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
405 | $38,511 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
615 | $36,592 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
311 | $35,765 |
All Filings in BNY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,943 | 2,413 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $303,099 | 2,555 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $297,190 | 2,560 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $278,501 | 2,556 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $232,421 | 2,551 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,203 | 2,554 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $195,686 | 2,547 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $182,596 | 2,541 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $152,839 | 2,552 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $147,046 | 2,552 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $132,831 | 2,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,799 | 1,660 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,407 | 391 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,357 | 426 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,210 | 444 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,372 | 451 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,311 | 463 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $23,232 | 400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,736 | 400 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||