Krilogy Financial LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1659047 ST. LOUIS, MO

Position in BNY

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

Position Value

$689,789

+$304,123 QoQ

Shares Held

4,770

+46.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,056

of 1,868 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $20,409,581 across 5 Banks - Diversified names. BNY ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,202	$8,249,370
2	BAC	Bank Of America Corp /De/	84,273	$4,801,875
3	C	Citigroup Inc	33,784	$4,728,408
4	WFC	Wells Fargo & Company/Mn	23,477	$1,940,139
5	BNY	Bank of New York Mellon Corp This page	4,770	$689,789

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,789	4,770	+46.7%	Shares	Sole	2026-07-27
2026-03-31	$385,666	3,251	-4.9%	Shares	Sole	2026-04-17
2025-12-31	$396,795	3,418	+0.8%	Shares	Sole	2026-01-27
2025-09-30	$369,483	3,391	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.