CWA Asset Management Group, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1667134
NAPLES, FL
Position in BNY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,222,677
-$7,002,534 QoQ
Shares Held
8,455
-87.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#861
of 1,868 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $56,875,951 across 6 Banks - Diversified names. BNY ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,413 | $32,540,857 | |
| 2 | C |
Citigroup Inc
|
78,722 | $11,017,931 | |
| 3 | BAC |
Bank Of America Corp /De/
|
186,197 | $10,609,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
8,455 | $1,222,677 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,499 | $1,198,197 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,623 | $286,784 |
All Filings in BNY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,677 | 8,455 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,225,211 | 69,335 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,734,147 | 66,622 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $467,220 | 4,288 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $370,908 | 4,071 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,535,875 | 42,159 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,997,215 | 39,011 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,040,177 | 28,391 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $1,059,804 | 18,393 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $325,149 | 7,143 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $312,127 | 8,103 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $241,918 | 5,800 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||