Wealthcare Advisory Partners LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1683059
WEST CHESTER, PA
Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$490,950
+$117,029 QoQ
Shares Held
3,395
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,204
of 1,868 holders
Holding Since
Mar 2020
8 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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. BNY ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
|
2,967 | $360,282 |
All Filings in BNY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,950 | 3,395 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $373,921 | 3,152 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $359,066 | 3,093 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $223,150 | 2,048 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $224,771 | 2,680 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $202,984 | 2,642 | Shares | Sole | 2025-01-15 | |
| 2021-03-31 | $18,348 | 388 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $23,239 | 690 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||