SageView Advisory Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1914558
NEWPORT BEACH, CA
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,316,384
+$248,952 QoQ
Shares Held
9,103
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#833
of 1,868 holders
Holding Since
Dec 2022
13 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, 2026SageView Advisory Group, LLC holds $19,932,530 across 5 Banks - Diversified names. BNY ranks #4 (6.6% of the industry book) .
All Filings in BNY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,384 | 9,103 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,067,432 | 8,998 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,090,317 | 9,392 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,036,135 | 18,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,730,361 | 18,992 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,524,588 | 18,178 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,403,453 | 18,267 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,202,002 | 16,727 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $904,099 | 15,096 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $882,968 | 15,324 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,121,521 | 21,547 | Shares | Sole | 2024-03-06 | |
| 2023-03-31 | $341,663 | 7,519 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $368,255 | 8,090 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||