Wharton Business Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1513126 MALVERN, PA

Position in BNY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$691,235

+$124,184 QoQ

Shares Held

4,780

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,058

of 1,878 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wharton Business Group, LLC holds $83,643,600 across 5 Banks - Diversified names. BNY ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	162,098	$53,059,538
2	BAC	Bank Of America Corp /De/	374,259	$21,325,277
3	C	Citigroup Inc	50,778	$7,106,888
4	WFC	Wells Fargo & Company/Mn	17,675	$1,460,662
5	BNY	Bank of New York Mellon Corp This page	4,780	$691,235

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,235	4,780	0.0%	Shares	Sole	2026-08-10
2026-03-31	$567,051	4,780	0.0%	Shares	Sole	2026-05-07
2025-12-31	$554,910	4,780	0.0%	Shares	Sole	2026-02-11
2025-09-30	$520,828	4,780	0.0%	Shares	Sole	2025-11-10
2025-06-30	$435,505	4,780	0.0%	Shares	Sole	2025-08-14
2025-03-31	$400,898	4,780	0.0%	Shares	Sole	2025-05-09
2024-12-31	$367,247	4,780	0.0%	Shares	Sole	2025-02-04
2024-09-30	$343,490	4,780	0.0%	Shares	Sole	2024-11-07
2024-06-30	$286,274	4,780	0.0%	Shares	Sole	2024-08-12
2024-03-31	$275,423	4,780	0.0%	Shares	Sole	2024-05-13
2023-12-31	$248,799	4,780	0.0%	Shares	Sole	2024-02-07
2023-09-30	$203,867	4,780	0.0%	Shares	Sole	2023-11-06
2023-06-30	$212,805	4,780	0.0%	Shares	Sole	2023-08-07
2023-03-31	$217,203	4,780	0.0%	Shares	Sole	2023-05-04
2022-12-31	$217,585	4,780	0.0%	Shares	Sole	2023-02-13
2022-03-31	$237,231	4,780	0.0%	Shares	Sole	2022-05-18
2021-12-31	$277,622	4,780	0.0%	Shares	Sole	2022-02-10
2021-06-30	$244,879	4,780	0.0%	Shares	Sole	2021-08-11
2021-03-31	$226,046	4,780	0.0%	Shares	Sole	2021-05-10
2020-12-31	$202,863	4,780	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.