Van Hulzen Asset Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1600145 EL DORADO HILLS, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$884,723

-$1,101,499 QoQ

Shares Held

6,118

-63.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#968

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

Van Hulzen Asset Management, LLC holds $22,193,423 across 5 Banks - Diversified names. BNY ranks #2 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,539	$20,143,560
2	BNY	Bank of New York Mellon Corp This page	6,118	$884,723
3	BAC	Bank Of America Corp /De/	8,807	$501,822
4	WFC	Wells Fargo & Company/Mn	4,531	$374,441
5	C	Citigroup Inc	2,064	$288,877

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,723	6,118	-63.5%	Shares	Sole	2026-08-13
2026-03-31	$1,986,222	16,743	+2.3%	Shares	Sole	2026-05-14
2025-12-31	$1,899,928	16,366	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,783,239	16,366	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,491,106	16,366	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$1,371,609	16,354	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$1,254,172	16,324	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,173,042	16,324	-9.4%	Shares	Sole	2024-11-12
2024-06-30	$1,079,038	18,017	-10.0%	Shares	Sole	2024-08-07
2024-03-31	$1,153,379	20,017	+2.0%	Shares	Sole	2024-05-06
2023-12-31	$1,021,585	19,627	+32.6%	Shares	Sole	2024-02-07
2023-09-30	$631,305	14,802	0.0%	Shares	Sole	2023-11-07
2023-06-30	$658,985	14,802	0.0%	Shares	Sole	2023-08-03
2023-03-31	$672,602	14,802	0.0%	Shares	Sole	2023-04-28
2022-12-31	$673,787	14,802	0.0%	Shares	Sole	2023-02-13
2022-09-30	$570,173	14,802	0.0%	Shares	Sole	2022-11-08
2022-06-30	$617,391	14,802	0.0%	Shares	Sole	2022-08-04
2022-03-31	$734,623	14,802	0.0%	Shares	Sole	2022-05-20
2021-12-31	$859,700	14,802	0.0%	Shares	Sole	2022-02-04
2021-09-30	$767,335	14,802	0.0%	Shares	Sole	2021-11-12
2021-06-30	$758,306	14,802	-3.1%	Shares	Sole	2021-08-06
2021-03-31	$722,212	15,272	0.0%	Shares	Sole	2021-05-12
2020-12-31	$648,143	15,272	0.0%	Shares	Sole	2021-02-16
2020-09-30	$524,440	15,272	0.0%	Shares	Sole	2020-11-03
2020-06-30	$590,262	15,272	+3.6%	Shares	Sole	2020-08-11
2020-03-31	$496,308	14,736	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.