SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BNY — Bank of New York Mellon Corp

CIK 1531593 NEW YORK, NY

Position in BNY

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

Position Value

$22,992

+$9,587 QoQ

Shares Held

159

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,761

of 1,868 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $1,935,456 across 7 Banks - Diversified names. BNY ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	9,160	$1,282,033
2	TD	Toronto Dominion Bank	2,700	$327,861
3	HSBC	Hsbc Holdings PLC	1,400	$133,126
4	BAC	Bank Of America Corp /De/	1,514	$86,267
5	WFC	Wells Fargo & Company/Mn	909	$75,119
6	BNY	Bank of New York Mellon Corp This page	159	$22,992
7	BCS	Barclays PLC	300	$8,058

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,992	159	+40.7%	Shares	Sole	2026-08-03
2026-03-31	$13,405	113	-89.1%	Shares	Sole	2026-04-30
2025-12-31	$120,269	1,036	-61.5%	Shares	Sole	2026-02-17
2025-09-30	$293,320	2,692	+459.7%	Shares	Sole	2025-11-13
2025-06-30	$43,823	481	+48000.0%	Shares	Sole	2025-08-12
2023-12-31	$52	1	-99.9%	Shares	Sole	2024-02-14
2023-06-30	$41,759	938	-35.0%	Shares	Sole	2023-08-14
2023-03-31	$65,524	1,442	+93.8%	Shares	Sole	2023-05-12
2022-12-31	$33,866	744	-51.5%	Shares	Sole	2023-02-13
2022-09-30	$59,128	1,535	-34.8%	Shares	Sole	2022-11-02
2022-06-30	$98,185	2,354	+6.9%	Shares	Sole	2022-08-02
2022-03-31	$109,334	2,203	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.