Frank, Rimerman Advisors LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1977560 Palo Alto, CA

Position in BNY

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

Position Value

$2,136,757

+$641,545 QoQ

Shares Held

14,776

+17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#706

of 1,868 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. BNY ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,576	$18,846,352
2	BAC	Bank Of America Corp /De/	75,870	$4,323,072
3	WFC	Wells Fargo & Company/Mn	30,494	$2,520,024
4	RY	Royal Bank Of Canada	12,118	$2,508,062
5	TD	Toronto Dominion Bank	17,650	$2,143,239
6	BNY	Bank of New York Mellon Corp This page	14,776	$2,136,757
7	C	Citigroup Inc	12,659	$1,771,753
8	HSBC	Hsbc Holdings PLC	16,391	$1,558,620

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,136,757	14,776	+17.2%	Shares	Sole	2026-07-27
2026-03-31	$1,495,212	12,604	-23.7%	Shares	Sole	2026-04-29
2025-12-31	$1,916,645	16,510	+31.8%	Shares	Sole	2026-01-15
2025-09-30	$1,365,268	12,530	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,139,057	12,502	-3.1%	Shares	Sole	2025-08-11
2025-03-31	$1,082,593	12,908	0.0%	Shares	Sole	2025-05-12
2024-12-31	$991,721	12,908	0.0%	Shares	Sole	2025-02-10
2024-09-30	$927,568	12,908	+1.1%	Shares	Sole	2024-10-24
2024-06-30	$764,555	12,766	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.