Matthew Goff Investment Advisor, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 935359 HOUSTON, TX

Position in BNY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$35,976,798

+$5,646,311 QoQ

Shares Held

248,785

-2.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

10.22%

of 13F equity value

Holder Rank

#184

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Matthew Goff Investment Advisor, LLC holds $65,359,535 across 4 Banks - Diversified names. BNY ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp This page	248,785	$35,976,798
2	BAC	Bank Of America Corp /De/	462,000	$26,324,760
3	C	Citigroup Inc	18,556	$2,597,097
4	JPM	Jpmorgan Chase & Co	1,408	$460,880

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,976,798	248,785	-2.7%	Shares	Sole	2026-07-08
2026-03-31	$30,330,487	255,673	-2.0%	Shares	Sole	2026-04-17
2025-12-31	$30,300,766	261,011	-4.4%	Shares	Sole	2026-01-14
2025-09-30	$29,741,721	272,960	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$25,042,494	274,860	-1.2%	Shares	Sole	2025-07-11
2025-03-31	$23,339,762	278,285	-1.3%	Shares	Sole	2025-04-21
2024-12-31	$21,666,444	282,005	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$20,284,928	282,284	-0.8%	Shares	Sole	2024-10-17
2024-06-30	$17,035,650	284,449	+1.2%	Shares	Sole	2024-07-22
2024-03-31	$16,197,731	281,113	+1.7%	Shares	Sole	2024-04-11
2023-12-31	$14,382,508	276,321	-0.4%	Shares	Sole	2024-01-09
2023-09-30	$11,837,294	277,545	-0.8%	Shares	Sole	2023-10-11
2023-06-30	$12,452,511	279,706	+1.1%	Shares	Sole	2023-07-12
2023-03-31	$12,575,747	276,755	+0.1%	Shares	Sole	2023-04-13
2022-12-31	$12,587,554	276,528	-0.3%	Shares	Sole	2023-01-11
2022-09-30	$10,688,799	277,487	+0.6%	Shares	Sole	2022-10-13
2022-06-30	$11,504,952	275,832	+6.7%	Shares	Sole	2022-07-22
2022-03-31	$12,824,342	258,399	+0.9%	Shares	Sole	2022-04-19
2021-12-31	$14,879,979	256,198	-0.1%	Shares	Sole	2022-01-18
2021-09-30	$13,299,292	256,545	+0.8%	Shares	Sole	2021-10-12
2021-06-30	$13,039,930	254,537	+10.9%	Shares	Sole	2021-07-22
2021-03-31	$10,856,223	229,567	-0.8%	Shares	Sole	2021-04-21
2020-12-31	$9,818,748	231,356	+2.0%	Shares	Sole	2021-01-27
2020-09-30	$7,792,467	226,921	+60.8%	Shares	Sole	2020-10-29
2020-06-30	$5,455,524	141,152	+1.4%	Shares	Sole	2020-07-31
2020-03-31	$4,690,344	139,262	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.