IBEX WEALTH ADVISORS

Position in BNY — Bank of New York Mellon Corp

CIK 1686242 BEDMINSTER, NJ

Position in BNY

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

Position Value

$9,389,671

+$2,390,027 QoQ

Shares Held

64,931

+10.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#375

of 1,868 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $20,708,102 across 4 Banks - Diversified names. BNY ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp This page	64,931	$9,389,671
2	C	Citigroup Inc	56,077	$7,848,536
3	JPM	Jpmorgan Chase & Co	8,850	$2,896,870
4	WFC	Wells Fargo & Company/Mn	6,934	$573,025

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,389,671	64,931	+10.0%	Shares	Sole	2026-07-27
2026-03-31	$6,999,644	59,004	+2.1%	Shares	Sole	2026-04-30
2025-12-31	$6,711,395	57,812	+5.2%	Shares	Sole	2026-02-17
2025-09-30	$5,987,569	54,952	+9.8%	Shares	Sole	2025-11-12
2025-06-30	$4,560,966	50,060	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.