Avidian Wealth Enterprises, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1471474 HOUSTON, TX

Position in BNY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$543,444

+$144,492 QoQ

Shares Held

3,758

+11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,157

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. BNY ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,212	$13,489,923
2	C	Citigroup Inc	39,295	$5,499,728
3	BAC	Bank Of America Corp /De/	96,320	$5,488,313
4	WFC	Wells Fargo & Company/Mn	16,062	$1,327,363
5	BNY	Bank of New York Mellon Corp This page	3,758	$543,444
6	RY	Royal Bank Of Canada	1,858	$384,550
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	13,737	$344,249
8	SAN	Banco Santander, S.A.	16,998	$234,572

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$543,444	3,758	+11.7%	Shares	Sole	2026-07-24
2026-03-31	$398,952	3,363	+17.0%	Shares	Sole	2026-05-07
2025-12-31	$333,758	2,875	+7.5%	Shares	Sole	2026-02-02
2025-09-30	$291,359	2,674	+9.9%	Shares	Sole	2025-10-30
2025-06-30	$221,670	2,433	-13.8%	Shares	Sole	2025-07-30
2025-03-31	$236,765	2,823	-61.2%	Shares	Sole	2025-04-25
2024-12-31	$558,630	7,271	+3.5%	Shares	Sole	2025-01-29
2024-09-30	$504,744	7,024	+2.0%	Shares	Sole	2024-10-30
2024-06-30	$412,462	6,887	+17.5%	Shares	Sole	2024-08-06
2024-03-31	$337,710	5,861	+48.5%	Shares	Sole	2024-05-03
2023-12-31	$205,389	3,946	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.