RWA WEALTH PARTNERS, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1544576 BOSTON, MA

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,206,025

+$417,441 QoQ

Shares Held

15,255

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#693

of 1,878 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $180,242,228 across 9 Banks - Diversified names. BNY ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	401,962	$131,574,221
2	C	Citigroup Inc	146,683	$20,529,752
3	SAN	Banco Santander, S.A.	844,907	$11,659,716
4	BAC	Bank Of America Corp /De/	168,999	$9,629,562
5	WFC	Wells Fargo & Company/Mn	30,465	$2,517,627
6	BNY	Bank of New York Mellon Corp This page	15,255	$2,206,025
7	BCS	Barclays PLC	35,774	$960,889
8	RY	Royal Bank Of Canada	4,025	$833,054

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,206,025	15,255	+1.2%	Shares	Sole	2026-08-07
2026-03-31	$1,788,584	15,077	+4.2%	Shares	Sole	2026-05-13
2025-12-31	$1,680,053	14,472	+10.7%	Shares	Sole	2026-02-12
2025-09-30	$1,424,215	13,071	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$1,167,300	12,812	+2.9%	Shares	Sole	2025-08-06
2025-03-31	$1,043,928	12,447	-4.3%	Shares	Sole	2025-05-13
2024-12-31	$999,020	13,003	+5.6%	Shares	Sole	2025-02-12
2024-09-30	$885,171	12,318	-5.0%	Shares	Sole	2024-11-08
2024-06-30	$776,413	12,964	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$747,446	12,972	-3.2%	Shares	Sole	2024-04-29
2023-12-31	$697,677	13,404	+171.1%	Shares	Sole	2024-02-01
2023-09-30	$210,904	4,945	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.