RWA WEALTH PARTNERS, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1544576 BOSTON, MA

Position in BNY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,788,584

+$108,531 QoQ

Shares Held

15,077

+4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 56.237978377661335.ToString("F0")% Shared 0.ToString("F0")% None 43.76202162233866.ToString("F0")%

Financial Services · as of Mar 31, 2026

RWA WEALTH PARTNERS, LLC holds $154,503,862 across 9 Banks - Diversified names. BNY ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	390,917	$114,992,144
2	C	Citigroup Inc	143,889	$16,318,451
3	SAN	Banco Santander, S.A.	777,198	$8,766,793
4	BAC	Bank Of America Corp /De/	166,239	$8,104,151
5	WFC	Wells Fargo & Company/Mn	30,264	$2,409,316
6	BNY	Bank of New York Mellon Corp This page	15,077	$1,788,584
7	RY	Royal Bank Of Canada	6,839	$1,106,413
8	BCS	Barclays PLC	36,076	$763,368

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.