Waverly Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1568787 BIRMINGHAM, AL

Position in BNY

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

Position Value

$3,860,508

+$855,729 QoQ

Shares Held

26,696

+5.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#546

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. BNY ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	462,140	$151,272,286
2	BAC	Bank Of America Corp /De/	602,391	$34,324,239
3	C	Citigroup Inc	150,991	$21,132,700
4	WFC	Wells Fargo & Company/Mn	168,266	$13,905,502
5	BNY	Bank of New York Mellon Corp This page	26,696	$3,860,508
6	RY	Royal Bank Of Canada	12,946	$2,679,433
7	ING	Ing Groep NV	49,158	$1,542,578
8	UBS	UBS Group AG	17,093	$847,129

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,860,508	26,696	+5.4%	Shares	Sole	2026-08-14
2026-03-31	$3,004,779	25,329	+16.3%	Shares	Sole	2026-05-15
2025-12-31	$2,528,091	21,777	+4.6%	Shares	Sole	2026-02-17
2025-09-30	$2,268,874	20,823	+3.4%	Shares	Sole	2025-11-14
2025-06-30	$1,834,135	20,131	-9.3%	Shares	Sole	2025-08-14
2025-03-31	$1,861,494	22,195	+13.6%	Shares	Sole	2025-05-15
2024-12-31	$1,500,797	19,534	+16.4%	Shares	Sole	2025-02-14
2024-09-30	$1,206,385	16,788	+3.0%	Shares	Sole	2024-11-14
2024-06-30	$975,727	16,292	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$936,325	16,250	0.0%	Shares	Sole	2024-05-15
2023-12-31	$845,812	16,250	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.