Arete Wealth Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1600151 CHICAGO, IL

Position in BNY

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

Position Value

$1,449,570

+$256,627 QoQ

Shares Held

10,024

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#799

of 1,867 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $24,822,962 across 5 Banks - Diversified names. BNY ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,011	$11,132,820
2	BAC	Bank Of America Corp /De/	105,695	$6,022,501
3	C	Citigroup Inc	23,464	$3,284,021
4	WFC	Wells Fargo & Company/Mn	35,504	$2,934,050
5	BNY	Bank of New York Mellon Corp This page	10,024	$1,449,570

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,449,570	10,024	-0.3%	Shares	Sole	2026-08-13
2026-03-31	$1,192,943	10,056	+144.0%	Shares	Sole	2026-05-20
2025-12-31	$478,406	4,121	+36.9%	Shares	Sole	2026-02-13
2025-09-30	$328,078	3,011	+18.2%	Shares	Sole	2025-11-12
2025-06-30	$232,057	2,547	-6.2%	Shares	Sole	2025-08-14
2025-03-31	$227,707	2,715	-73.0%	Shares	Sole	2025-05-16
2023-12-31	$523,050	10,049	-11.6%	Shares	Sole	2024-02-14
2023-09-30	$484,802	11,367	+18.1%	Shares	Sole	2023-10-30
2023-06-30	$428,460	9,624	-7.0%	Shares	Sole	2023-08-09
2023-03-31	$470,349	10,351	+27.9%	Shares	Sole	2023-05-22
2022-12-31	$368,302	8,091	+21.2%	Shares	Sole	2023-02-06
2022-09-30	$257,159	6,676	+17.7%	Shares	Sole	2022-11-07
2022-06-30	$236,537	5,671	+13.0%	Shares	Sole	2022-08-15
2022-03-31	$249,142	5,020	+20.8%	Shares	Sole	2022-05-06
2021-12-31	$241,264	4,154	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.