BURNEY CO/

Position in BNY — Bank of New York Mellon Corp

CIK 940445 RESTON, VA

Position in BNY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,936,398

+$2,107,191 QoQ

Shares Held

82,542

-0.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#338

of 1,867 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. BNY ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	161,718	$22,634,051
2	JPM	Jpmorgan Chase & Co	52,628	$17,226,722
3	BNY	Bank of New York Mellon Corp This page	82,542	$11,936,398
4	WFC	Wells Fargo & Company/Mn	54,481	$4,502,309
5	TD	Toronto Dominion Bank	8,070	$979,940
6	RY	Royal Bank Of Canada	4,339	$898,042
7	BAC	Bank Of America Corp /De/	13,410	$764,101

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,936,398	82,542	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$9,829,207	82,856	-17.1%	Shares	Sole	2026-04-29
2025-12-31	$11,607,839	99,990	-2.4%	Shares	Sole	2026-01-23
2025-09-30	$11,163,823	102,458	-20.8%	Shares	Sole	2025-10-16
2025-06-30	$11,783,620	129,334	+68.5%	Shares	Sole	2025-08-05
2025-03-31	$6,438,028	76,762	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$5,938,037	77,288	-2.7%	Shares	Sole	2025-01-14
2024-09-30	$5,710,857	79,472	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$4,828,391	80,621	+4.3%	Shares	Sole	2024-07-29
2024-03-31	$4,453,046	77,283	-20.9%	Shares	Sole	2024-05-22
2023-12-31	$5,082,526	97,647	-5.0%	Shares	Sole	2024-02-12
2023-09-30	$4,384,931	102,812	-4.3%	Shares	Sole	2023-11-08
2023-06-30	$4,783,674	107,450	-8.1%	Shares	Sole	2023-08-09
2023-03-31	$5,314,298	116,952	+5.6%	Shares	Sole	2023-05-10
2022-12-31	$5,042,660	110,779	+36.1%	Shares	Sole	2023-02-06
2022-09-30	$3,136,491	81,425	-3.5%	Shares	Sole	2022-11-15
2022-06-30	$3,518,321	84,352	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$4,122,664	83,068	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$4,768,774	82,107	-1.4%	Shares	Sole	2022-02-11
2021-09-30	$4,315,317	83,243	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$4,325,605	84,435	+1.0%	Shares	Sole	2021-08-06
2021-03-31	$3,955,241	83,638	+2.9%	Shares	Sole	2021-05-13
2020-12-31	$3,450,796	81,310	-15.0%	Shares	Sole	2021-02-11
2020-09-30	$3,286,544	95,706	-23.4%	Shares	Sole	2020-12-14
2020-06-30	$4,826,805	124,885	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.