1620 INVESTMENT ADVISORS, INC.
Position in BNY — Bank of New York Mellon Corp
CIK 1907281
PLYMOUTH, MA
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$135,065
+$20,232 QoQ
Shares Held
934
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,640
of 1,868 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,552,955 across 7 Banks - Diversified names. BNY ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,618 | $2,820,929 | |
| 2 | BNS |
Bank Of Nova Scotia
|
4,692 | $407,453 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
934 | $135,065 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,170 | $96,688 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
254 | $44,881 | |
| 6 | C |
Citigroup Inc
|
255 | $35,689 | |
| 7 | BAC |
Bank Of America Corp /De/
|
215 | $12,250 |
All Filings in BNY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,065 | 934 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $114,833 | 968 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $121,081 | 1,043 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $113,645 | 1,043 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $108,694 | 1,193 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $101,398 | 1,209 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $92,887 | 1,209 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $284,527 | 4,938 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $333,232 | 7,485 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||