Intellectus Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1677253 SAN FRANCISCO, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$231,665

-$52,055 QoQ

Shares Held

1,602

-67.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,541

of 1,868 holders

Holding Since

Mar 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $11,159,848 across 5 Banks - Diversified names. BNY ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,134	$6,590,462
2	BAC	Bank Of America Corp /De/	44,143	$2,515,268
3	C	Citigroup Inc	9,511	$1,331,159
4	WFC	Wells Fargo & Company/Mn	5,945	$491,294
5	BNY	Bank of New York Mellon Corp This page	1,602	$231,665

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,665	1,602	-67.2%	Shares	Sole	2026-08-12
2021-12-31	$283,720	4,885	0.0%	Shares	Sole	2022-02-14
2021-09-30	$253,238	4,885	0.0%	Shares	Sole	2021-11-16
2021-06-30	$250,258	4,885	0.0%	Shares	Sole	2021-08-13
2021-03-31	$231,011	4,885	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.