TRAPHAGEN INVESTMENT ADVISORS LLC
Position in BNY — Bank of New York Mellon Corp
CIK 2023380
ORADELL, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$847,993
+$640,510 QoQ
Shares Held
5,864
+235.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#990
of 1,868 holders
Holding Since
Mar 2020
4 quarters on record
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. BNY ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,459 | $4,405,534 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
5,864 | $847,993 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,703 | $780,796 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,264 | $517,656 | |
| 5 | C |
Citigroup Inc
|
3,233 | $452,490 | |
| 6 | UBS |
UBS Group AG
|
7,958 | $394,398 |
All Filings in BNY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,993 | 5,864 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $207,483 | 1,749 | Shares | Sole | 2026-04-22 | |
| 2020-06-30 | $392,568 | 10,157 | Shares | Sole | 2024-06-17 | |
| 2020-03-31 | $342,087 | 10,157 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||