MV CAPITAL MANAGEMENT, INC.

Position in BNY — Bank of New York Mellon Corp

CIK 1633366 BETHESDA, MD

Position in BNY

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

Position Value

$119,303

+$22,264 QoQ

Shares Held

825

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,649

of 1,864 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. BNY ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,272	$9,581,603
2	WFC	Wells Fargo & Company/Mn	15,414	$1,273,812
3	BAC	Bank Of America Corp /De/	17,505	$997,434
4	C	Citigroup Inc	3,645	$510,154
5	BNY	Bank of New York Mellon Corp This page	825	$119,303
6	HSBC	Hsbc Holdings PLC	143	$13,597
7	RY	Royal Bank Of Canada	57	$11,797
8	TD	Toronto Dominion Bank	96	$11,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,303	825	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$97,039	818	-62.0%	Shares	Sole	2026-04-30
2025-12-31	$249,593	2,150	-26.0%	Shares	Sole	2026-02-23
2025-09-30	$316,419	2,904	-10.3%	Shares	Sole	2026-02-23
2025-06-30	$295,014	3,238	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$272,912	3,254	0.0%	Shares	Sole	2025-04-15
2024-12-31	$250,004	3,254	+24.4%	Shares	Sole	2025-02-12
2024-09-30	$187,913	2,615	+20.7%	Shares	Sole	2024-11-04
2024-06-30	$129,721	2,166	+19.1%	Shares	Sole	2024-08-01
2024-03-31	$104,753	1,818	+15.1%	Shares	Sole	2024-04-18
2023-12-31	$82,239	1,580	+2.7%	Shares	Sole	2024-01-29
2023-09-30	$65,595	1,538	-41.9%	Shares	Sole	2023-11-07
2023-06-30	$117,844	2,647	-2.1%	Shares	Sole	2023-08-03
2023-03-31	$122,824	2,703	+261.8%	Shares	Sole	2023-04-26
2022-12-31	$34,003	747	+38.3%	Shares	Sole	2023-01-27
2022-09-30	$20,800	540	-13.6%	Shares	Sole	2022-10-24
2022-06-30	$26,068	625	+15.5%	Shares	Sole	2022-07-19
2022-03-31	$26,849	541	+8.0%	Shares	Sole	2022-05-09
2021-12-31	$29,098	501	+8.0%	Shares	Sole	2022-02-02
2021-09-30	$24,053	464	+20.8%	Shares	Sole	2021-11-12
2021-06-30	$19,672	384	+68.4%	Shares	Sole	2021-08-03
2021-03-31	$10,782	228	+14.0%	Shares	Sole	2021-05-12
2020-12-31	$8,488	200	0.0%	Shares	Sole	2021-02-08
2020-09-30	$6,868	200	0.0%	Shares	Sole	2020-11-12
2020-06-30	$7,730	200	0.0%	Shares	Sole	2020-08-04
2020-03-31	$6,736	200	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.