GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BNY — Bank of New York Mellon Corp
CIK 1901403
RALEIGH, NC
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$714,807
+$129,843 QoQ
Shares Held
4,943
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,046
of 1,868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. BNY ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,569 | $9,351,490 | |
| 2 | BAC |
Bank Of America Corp /De/
|
38,743 | $2,207,576 | |
| 3 | RY |
Royal Bank Of Canada
|
4,461 | $923,293 | |
| 4 | BNY |
Bank of New York Mellon Corp
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|
4,943 | $714,807 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,643 | $714,257 | |
| 6 | C |
Citigroup Inc
|
3,693 | $516,872 |
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,807 | 4,943 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $584,964 | 4,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $574,413 | 4,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $539,134 | 4,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $451,632 | 4,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $204,139 | 2,434 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||