Annis Gardner Whiting Capital Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1998414 TAMPA, FL

Position in BNY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$822,252

+$195,530 QoQ

Shares Held

5,686

+7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#997

of 1,864 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. BNY ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,980	$6,540,053
2	C	Citigroup Inc	28,021	$3,921,819
3	WFC	Wells Fargo & Company/Mn	29,954	$2,475,398
4	BAC	Bank Of America Corp /De/	43,400	$2,472,932
5	BNY	Bank of New York Mellon Corp This page	5,686	$822,252
6	BMO	Bank Of Montreal /Can/	1,623	$286,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,252	5,686	+7.6%	Shares	Sole	2026-08-10
2026-03-31	$626,722	5,283	-6.3%	Shares	Sole	2026-05-06
2025-12-31	$654,863	5,641	+239.4%	Shares	Sole	2026-02-09
2025-09-30	$181,091	1,662	-13.8%	Shares	Sole	2025-11-03
2025-06-30	$175,751	1,929	+103.5%	Shares	Sole	2025-08-11
2025-03-31	$79,508	948	+2.4%	Shares	Sole	2025-05-09
2024-12-31	$71,144	926	-44.0%	Shares	Sole	2025-02-12
2024-09-30	$118,784	1,653	-45.1%	Shares	Sole	2024-11-14
2024-06-30	$180,328	3,011	-1.9%	Shares	Sole	2024-08-12
2024-03-31	$176,893	3,070	+56.5%	Shares	Sole	2024-05-13
2023-12-31	$102,122	1,962	+593.3%	Shares	Sole	2024-02-09
2023-09-30	$12,069	283	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.