New England Capital Financial Advisors LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1964652 MERIDEN, CT

Position in BNY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$49,167

+$8,833 QoQ

Shares Held

340

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,711

of 1,864 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. BNY ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	702	$229,785
2	WFC	Wells Fargo & Company/Mn	839	$69,334
3	BNY	Bank of New York Mellon Corp This page	340	$49,167
4	C	Citigroup Inc	252	$35,269
5	BAC	Bank Of America Corp /De/	428	$24,387
6	BNS	Bank Of Nova Scotia	100	$8,684
7	HSBC	Hsbc Holdings PLC	50	$4,754

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,167	340	0.0%	Shares	Sole	2026-07-27
2026-03-31	$40,334	340	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$39,238	338	+0.6%	Shares	Sole	2026-02-02
2025-09-30	$36,610	336	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$30,521	335	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$27,928	333	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$25,430	331	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$23,641	329	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$19,584	327	+0.9%	Shares	Sole	2024-07-29
2024-03-31	$18,668	324	+0.6%	Shares	Sole	2024-05-02
2023-12-31	$16,760	322	+0.9%	Shares	Sole	2024-02-01
2023-09-30	$13,605	319	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$14,068	316	+1.0%	Shares	Sole	2023-08-02
2023-03-31	$14,222	313	+0.6%	Shares	Sole	2023-05-04
2022-12-31	$14,156	311	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.