Florida Trust Wealth Management Co

Position in BNY — Bank of New York Mellon Corp

CIK 1651023 SANIBEL, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,872,533

+$805,168 QoQ

Shares Held

19,864

+14.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#624

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. BNY ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	261,453	$85,581,410
2	BAC	Bank Of America Corp /De/	260,750	$14,857,534
3	C	Citigroup Inc	28,418	$3,977,382
4	BNY	Bank of New York Mellon Corp This page	19,864	$2,872,533
5	WFC	Wells Fargo & Company/Mn	31,186	$2,577,210
6	SAN	Banco Santander, S.A.	45,831	$632,467
7	MUFG	Mitsubishi Ufj Financial Group Inc	31,016	$616,907
8	HSBC	Hsbc Holdings PLC	5,289	$502,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,872,533	19,864	+14.0%	Shares	Defined	2026-07-27
2026-03-31	$2,067,365	17,427	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$1,982,468	17,077	+6.3%	Shares	Defined	2026-01-20
2025-09-30	$1,749,679	16,058	+5.5%	Shares	Defined	2025-10-29
2025-06-30	$1,386,511	15,218	+0.7%	Shares	Defined	2025-08-13
2025-03-31	$1,267,946	15,118	-5.3%	Shares	Defined	2025-04-15
2024-12-31	$1,226,667	15,966	+3.2%	Shares	Defined	2025-01-15
2024-09-30	$1,111,817	15,472	+0.6%	Shares	Defined	2024-10-08
2024-06-30	$920,688	15,373	-0.2%	Shares	Defined	2024-07-22
2024-03-31	$887,520	15,403	+0.1%	Shares	Defined	2024-05-21
2023-12-31	$800,737	15,384	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.