Focused Wealth Management, Inc

Position in BNY — Bank of New York Mellon Corp

CIK 1586052 Newburgh, NY

Position in BNY

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

Position Value

$249,163

+$173,431 QoQ

Shares Held

1,723

+18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,514

of 1,868 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Focused Wealth Management, Inc holds $19,627,571 across 6 Banks - Diversified names. BNY ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	50,339	$7,045,446
2	BAC	Bank Of America Corp /De/	93,466	$5,325,692
3	JPM	Jpmorgan Chase & Co	15,973	$5,228,442
4	WFC	Wells Fargo & Company/Mn	11,675	$964,822
5	SAN	Banco Santander, S.A.	58,986	$814,006
6	BNY	Bank of New York Mellon Corp This page	1,723	$249,163

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,163	1,723	+18.4%	Shares	Sole	2026-08-07
2023-12-31	$75,732	1,455	+0.5%	Shares	Sole	2024-01-10
2023-09-30	$61,757	1,448	+0.4%	Shares	Sole	2023-11-01
2023-06-30	$64,197	1,442	+0.4%	Shares	Sole	2023-08-08
2023-03-31	$65,251	1,436	+0.3%	Shares	Sole	2023-04-13
2022-12-31	$65,139	1,431	+0.4%	Shares	Sole	2023-01-13
2022-09-30	$54,891	1,425	+0.4%	Shares	Sole	2022-10-20
2022-06-30	$59,186	1,419	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$70,176	1,414	-75.2%	Shares	Sole	2022-04-29
2021-12-31	$330,707	5,694	+12.3%	Shares	Sole	2022-01-31
2021-09-30	$262,776	5,069	-3.8%	Shares	Sole	2021-10-12
2021-06-30	$269,879	5,268	-0.4%	Shares	Sole	2021-07-15
2021-03-31	$250,116	5,289	+0.4%	Shares	Sole	2021-05-03
2020-12-31	$223,658	5,270	-2.3%	Shares	Sole	2021-02-03
2020-09-30	$185,195	5,393	-0.6%	Shares	Sole	2020-10-19
2020-06-30	$209,792	5,428	+138.8%	Shares	Sole	2020-07-24
2020-03-31	$76,554	2,273	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.