INSIGNEO ADVISORY SERVICES, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1964958
MIAMI, FL
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$419,513
+$36,339 QoQ
Shares Held
2,901
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,274
of 1,868 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. BNY ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in BNY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,513 | 2,901 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $383,174 | 3,230 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $321,104 | 2,766 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $305,196 | 2,801 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,190 | 2,757 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $208,836 | 2,490 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $408,966 | 5,323 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $395,230 | 5,500 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $218,610 | 3,794 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||