Joel Isaacson & Co., LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1599330 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,615,929

+$998,375 QoQ

Shares Held

38,835

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#455

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $35,452,874 across 5 Banks - Diversified names. BNY ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,713	$20,200,516
2	BNY	Bank of New York Mellon Corp This page	38,835	$5,615,929
3	WFC	Wells Fargo & Company/Mn	58,015	$4,794,359
4	BAC	Bank Of America Corp /De/	66,313	$3,778,514
5	C	Citigroup Inc	7,599	$1,063,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,615,929	38,835	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$4,617,554	38,924	-0.0%	Shares	Sole	2026-04-23
2025-12-31	$4,520,892	38,943	-1.1%	Shares	Sole	2026-01-30
2025-09-30	$4,291,389	39,385	+13.4%	Shares	Sole	2025-10-30
2025-06-30	$3,164,523	34,733	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$2,906,682	34,657	+3.3%	Shares	Sole	2025-04-25
2024-12-31	$2,578,184	33,557	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$2,409,753	33,534	+9.6%	Shares	Sole	2024-10-23
2024-06-30	$1,831,795	30,586	-1.0%	Shares	Sole	2024-07-24
2024-03-31	$1,779,651	30,886	-3.1%	Shares	Sole	2024-04-30
2023-12-31	$1,659,666	31,886	+12.2%	Shares	Sole	2024-02-12
2023-09-30	$1,212,454	28,428	+156.6%	Shares	Sole	2023-10-24
2023-06-30	$493,192	11,078	0.0%	Shares	Sole	2023-07-27
2023-03-31	$503,384	11,078	-15.3%	Shares	Sole	2023-04-25
2022-12-31	$595,310	13,078	0.0%	Shares	Sole	2023-01-27
2022-09-30	$503,764	13,078	0.0%	Shares	Sole	2022-10-14
2022-06-30	$545,483	13,078	0.0%	Shares	Sole	2022-07-15
2022-03-31	$649,061	13,078	-5.9%	Shares	Sole	2022-04-21
2021-12-31	$807,370	13,901	0.0%	Shares	Sole	2022-01-19
2021-09-30	$720,627	13,901	0.0%	Shares	Sole	2021-10-21
2021-06-30	$712,148	13,901	0.0%	Shares	Sole	2021-07-20
2021-03-31	$657,378	13,901	0.0%	Shares	Sole	2021-04-23
2020-12-31	$589,958	13,901	-2.1%	Shares	Sole	2021-01-22
2020-09-30	$487,662	14,201	0.0%	Shares	Sole	2020-10-14
2020-06-30	$548,868	14,201	0.0%	Shares	Sole	2020-07-21
2020-03-31	$478,289	14,201	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.