Family Manage LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1539947 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,744,675

+$617,945 QoQ

Shares Held

25,895

-1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#554

of 1,867 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Family Manage LLC holds $22,794,516 across 5 Banks - Diversified names. BNY ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	54,407	$7,614,803
2	JPM	Jpmorgan Chase & Co	19,674	$6,439,890
3	WFC	Wells Fargo & Company/Mn	49,501	$4,090,762
4	BNY	Bank of New York Mellon Corp This page	25,895	$3,744,675
5	BAC	Bank Of America Corp /De/	15,872	$904,386

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,744,675	25,895	-1.8%	Shares	Sole	2026-08-14
2026-03-31	$3,126,730	26,357	-29.6%	Shares	Sole	2026-05-15
2025-12-31	$4,349,311	37,465	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$3,992,076	36,638	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$3,310,481	36,335	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$3,031,565	36,146	+3.4%	Shares	Sole	2025-05-15
2024-12-31	$2,686,591	34,968	+5.2%	Shares	Sole	2025-02-14
2024-09-30	$2,387,692	33,227	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.