CWM, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1535847 OMAHA, NE

Position in BNY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$38,035,031

-$804,155 QoQ

Shares Held

320,619

-4.2% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.0897669819942049.ToString("F0")% Shared 0.ToString("F0")% None 98.9102330180058.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. BNY ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	550,203	$161,847,714
2	BAC	Bank Of America Corp /De/	1,411,541	$68,812,623
3	BNY	Bank of New York Mellon Corp This page	320,619	$38,035,031
4	WFC	Wells Fargo & Company/Mn	474,640	$37,786,090
5	C	Citigroup Inc	208,313	$23,624,777
6	HSBC	Hsbc Holdings PLC	173,240	$14,290,567
7	RY	Royal Bank Of Canada	48,738	$7,884,833
8	NTB	Bank of N.T. Butterfield & Son Ltd	33,464	$1,756,190

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,035,031	320,619	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$38,839,186	334,561	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$34,958,072	320,834	+1.2%	Shares	Sole	2025-10-15
2025-06-30	$28,872,667	316,899	-4.4%	Shares	Sole	2025-07-25
2025-03-31	$27,803,827	331,511	-5.5%	Shares	Sole	2025-05-01
2024-12-31	$26,951,887	350,799	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$27,085,758	376,924	-7.5%	Shares	Sole	2024-10-08
2024-06-30	$24,410,864	407,595	-4.1%	Shares	Sole	2024-07-10
2024-03-31	$24,484,581	424,932	-6.7%	Shares	Sole	2024-04-05
2023-12-31	$23,714,656	455,613	-10.4%	Shares	Sole	2024-02-01
2023-09-30	$21,675,327	508,214	-7.6%	Shares	Sole	2023-10-11
2023-06-30	$24,477,274	549,804	-6.6%	Shares	Sole	2023-08-03
2023-03-31	$26,737,850	588,421	-0.0%	Shares	Sole	2023-05-01
2022-12-31	$26,791,569	588,567	+6.4%	Shares	Sole	2023-02-01
2022-09-30	$21,308,763	553,187	+18.0%	Shares	Sole	2022-10-27
2022-06-30	$19,545,806	468,612	+11.1%	Shares	Sole	2022-07-28
2022-03-31	$20,928,673	421,694	-18.1%	Shares	Sole	2022-04-21
2021-12-31	$29,902,952	514,858	-4.4%	Shares	Sole	2022-01-31
2021-06-30	$27,601,648	538,779	0.0%	Shares	Sole	2021-09-15
2021-03-31	$25,478,858	538,779	0.0%	Shares	Sole	2021-09-15
2020-12-31	$22,865,780	538,779	0.0%	Shares	Sole	2021-09-15
2020-09-30	$18,501,670	538,779	0.0%	Shares	Sole	2021-09-15
2020-06-30	$20,823,808	538,779	0.0%	Shares	Sole	2021-09-15
2020-03-31	$18,146,076	538,779	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.