Formidable Asset Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1592613 CINCINNATI, OH

Position in BNY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,022,826

+$192,654 QoQ

Shares Held

7,073

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#917

of 1,868 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $14,192,020 across 5 Banks - Diversified names. BNY ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,555	$9,019,578
2	BAC	Bank Of America Corp /De/	40,572	$2,311,792
3	WFC	Wells Fargo & Company/Mn	15,434	$1,275,465
4	BNY	Bank of New York Mellon Corp This page	7,073	$1,022,826
5	C	Citigroup Inc	4,018	$562,359

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,022,826	7,073	+1.1%	Shares	Sole	2026-07-17
2026-03-31	$830,172	6,998	-20.2%	Shares	Sole	2026-04-22
2025-12-31	$1,018,109	8,770	+198.3%	Shares	Sole	2026-01-16
2025-09-30	$320,342	2,940	0.0%	Shares	Sole	2025-10-29
2025-06-30	$267,863	2,940	0.0%	Shares	Sole	2025-07-16
2025-03-31	$246,577	2,940	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.