Welch Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1443095 BIRMINGHAM, AL

Position in BNY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,449,114

+$439,997 QoQ

Shares Held

16,936

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#662

of 1,867 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Welch Group, LLC holds $100,197,502 across 7 Banks - Diversified names. BNY ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	276,835	$90,616,400
2	BNY	Bank of New York Mellon Corp This page	16,936	$2,449,114
3	WFC	Wells Fargo & Company/Mn	24,719	$2,042,778
4	BAC	Bank Of America Corp /De/	31,739	$1,808,488
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	67,195	$1,683,906
6	RY	Royal Bank Of Canada	6,475	$1,340,130
7	C	Citigroup Inc	1,834	$256,686

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,449,114	16,936	0.0%	Shares	Sole	2026-07-23
2026-03-31	$2,009,117	16,936	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,966,100	16,936	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,845,346	16,936	0.0%	Shares	Sole	2025-10-14
2025-06-30	$1,543,038	16,936	0.0%	Shares	Sole	2025-07-25
2025-03-31	$1,420,422	16,936	0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,301,192	16,936	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,217,020	16,936	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,014,297	16,936	+217.4%	Shares	Sole	2024-07-17
2024-03-31	$307,460	5,336	0.0%	Shares	Sole	2024-04-09
2023-12-31	$277,738	5,336	+23.1%	Shares	Sole	2024-01-23
2022-03-31	$215,195	4,336	0.0%	Shares	Sole	2022-04-29
2021-12-31	$251,834	4,336	0.0%	Shares	Sole	2022-01-26
2021-09-30	$224,778	4,336	0.0%	Shares	Sole	2021-11-05
2021-06-30	$222,133	4,336	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.