Meridian Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1697300
LEXINGTON, KY
Position in BNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,025,696
+$333,440 QoQ
Shares Held
14,008
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#714
of 1,868 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $80,523,100 across 8 Banks - Diversified names. BNY ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
195,616 | $64,030,985 | |
| 2 | ING |
Ing Groep NV
|
141,139 | $4,428,941 | |
| 3 | C |
Citigroup Inc
|
30,014 | $4,200,759 | |
| 4 | BAC |
Bank Of America Corp /De/
|
49,890 | $2,842,732 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
14,008 | $2,025,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,804 | $1,553,962 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,288 | $1,298,120 | |
| 8 | SAN |
Banco Santander, S.A.
|
10,283 | $141,905 |
All Filings in BNY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,025,696 | 14,008 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,692,256 | 14,265 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,703,504 | 14,674 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,375,184 | 12,621 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $427,761 | 4,695 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $296,899 | 3,540 | Shares | Sole | 2025-05-12 | |
| 2023-03-31 | $231,153 | 5,087 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $231,560 | 5,087 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $243,961 | 5,849 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $238,224 | 4,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $359,979 | 6,198 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $320,889 | 6,190 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $324,900 | 6,342 | Shares | Sole | 2021-07-22 | |
| 2020-06-30 | $354,691 | 9,177 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $326,594 | 9,697 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||