Focus Partners Wealth

Position in BNY — Bank of New York Mellon Corp

CIK 1542153 ST LOUIS, MO

Position in BNY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$41,417,885

+$4,897,132 QoQ

Shares Held

349,135

+11.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 20.95899695018638.ToString("F0")% Shared 0.ToString("F0")% None 79.04100304981363.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. BNY ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,107,487	$914,098,375
2	BAC	Bank Of America Corp /De/	3,483,781	$169,834,323
3	C	Citigroup Inc	709,877	$80,507,150
4	WFC	Wells Fargo & Company/Mn	725,628	$57,767,245
5	BNY	Bank of New York Mellon Corp This page	349,135	$41,417,885
6	RY	Royal Bank Of Canada	198,124	$32,052,500
7	BCS	Barclays PLC	352,123	$7,450,922
8	MUFG	Mitsubishi Ufj Financial Group Inc	324,017	$5,498,568

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,417,885	349,135	+11.0%	Shares	Sole	2026-05-15
2025-12-31	$36,520,753	314,590	+599.2%	Shares	Sole	2026-02-13
2025-09-30	$4,902,328	44,992	+25.5%	Shares	Sole	2025-11-14
2025-06-30	$3,267,113	35,859	+4.2%	Shares	Sole	2025-08-14
2025-03-31	$2,887,140	34,424	+1.7%	Shares	Sole	2025-05-20
2024-12-31	$2,600,157	33,843	+40.3%	Shares	Sole	2025-05-29
2024-09-30	$1,733,119	24,118	-16.8%	Shares	Sole	2024-11-14
2024-06-30	$1,735,851	28,984	-8.6%	Shares	Sole	2024-08-15
2024-03-31	$1,827,418	31,715	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.