Farther Finance Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1992825
SAN FRANCISCO, CA
Position in BNY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,068,102
+$753,665 QoQ
Shares Held
48,877
-8.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#419
of 1,868 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $123,910,129 across 19 Banks - Diversified names. BNY ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
167,272 | $54,753,143 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,760 | $17,764,084 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
173,897 | $14,370,848 | |
| 4 | C |
Citigroup Inc
|
71,590 | $10,019,736 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
48,877 | $7,068,102 | |
| 6 | RY |
Royal Bank Of Canada
|
15,278 | $3,162,087 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
22,611 | $2,150,079 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
81,112 | $2,032,666 |
All Filings in BNY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,068,102 | 48,877 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,314,437 | 53,228 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,724,513 | 49,311 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,456,503 | 22,545 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,001,754 | 10,995 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $750,804 | 8,952 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $364,097 | 4,739 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $348,233 | 4,846 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $238,002 | 3,974 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $191,528 | 3,324 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,463 | 3,275 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $107,435 | 2,519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $93,581 | 2,102 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $83,336 | 1,834 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $39,101 | 859 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||