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Claro Advisors LLC

SEC CIK
0001764386
Latest filing
Jul 30, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Claro Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
4,411
Value
$637.9K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of BNY by Claro Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,411$637.9K0.1%−110−2.4%ReducedHolders
Q1 20264,521$536.4K0.1%+135+3.1%AddedHolders
Q4 20254,386$509.2K0.1%+24+0.6%AddedHolders
Q3 20254,362$475.3K0.1%+622+16.6%AddedHolders
Q2 20253,740$340.7K0.1%−467−11.1%ReducedHolders
Q1 20254,207$352.8K<0.1%+269+6.8%AddedHolders
Q4 20243,938$302.5K<0.1%−224−5.4%ReducedHolders
Q3 20244,162$299.1K<0.1%+4,162NewHolders