ProVise Management Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1305707 CLEARWATER, FL

Position in BNY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,626,311

+$2,310,077 QoQ

Shares Held

94,228

-1.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#313

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $84,863,298 across 5 Banks - Diversified names. BNY ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,741	$34,284,871
2	WFC	Wells Fargo & Company/Mn	344,567	$28,475,016
3	BNY	Bank of New York Mellon Corp This page	94,228	$13,626,311
4	C	Citigroup Inc	31,859	$4,458,985
5	BAC	Bank Of America Corp /De/	70,518	$4,018,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,626,311	94,228	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$11,316,234	95,391	-1.5%	Shares	Sole	2026-05-07
2025-12-31	$11,237,628	96,801	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$10,516,492	96,517	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$8,682,418	95,296	+1.5%	Shares	Sole	2025-08-08
2025-03-31	$7,876,567	93,914	-1.9%	Shares	Sole	2025-05-08
2024-12-31	$7,352,938	95,704	-4.0%	Shares	Sole	2025-02-11
2024-09-30	$7,163,579	99,688	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$6,030,683	100,696	+1.9%	Shares	Sole	2024-08-12
2024-03-31	$5,693,028	98,803	+2.0%	Shares	Sole	2024-05-09
2023-12-31	$5,043,592	96,899	+2.3%	Shares	Sole	2024-02-09
2023-09-30	$4,040,746	94,742	+2.8%	Shares	Sole	2023-11-08
2023-06-30	$4,104,120	92,186	+0.9%	Shares	Sole	2023-08-24
2023-03-31	$4,153,624	91,409	+9.4%	Shares	Sole	2023-05-08
2022-12-31	$3,802,740	83,540	+286.7%	Shares	Sole	2023-02-10
2022-09-30	$832,109	21,602	-1.4%	Shares	Sole	2022-11-09
2022-06-30	$913,699	21,906	+5.1%	Shares	Sole	2022-08-08
2022-03-31	$1,034,735	20,849	+5.4%	Shares	Sole	2022-04-27
2021-12-31	$1,148,473	19,774	-0.5%	Shares	Sole	2022-01-18
2021-09-30	$1,030,268	19,874	+0.3%	Shares	Sole	2021-10-20
2021-06-30	$1,014,917	19,811	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$924,046	19,540	-8.4%	Shares	Sole	2021-04-22
2020-12-31	$905,669	21,340	-26.8%	Shares	Sole	2021-01-19
2020-09-30	$1,001,182	29,155	-26.0%	Shares	Sole	2020-10-26
2020-06-30	$1,521,959	39,378	-14.4%	Shares	Sole	2020-08-07
2020-03-31	$1,548,707	45,983	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.