Belpointe Asset Management LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1721242 RENO, NV

Position in BNY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$263,190

+$29,727 QoQ

Shares Held

1,820

-7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,496

of 1,868 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. BNY ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	47,965	$15,700,383
2	BAC	Bank Of America Corp /De/	57,541	$3,278,686
3	C	Citigroup Inc	16,604	$2,323,895
4	WFC	Wells Fargo & Company/Mn	22,396	$1,850,805
5	RY	Royal Bank Of Canada	1,878	$388,689
6	BNY	Bank of New York Mellon Corp This page	1,820	$263,190
7	ING	Ing Groep NV	8,241	$258,602

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,190	1,820	-7.5%	Shares	Sole	2026-07-31
2026-03-31	$233,463	1,968	-7.0%	Shares	Sole	2026-04-28
2025-12-31	$245,530	2,115	-88.7%	Shares	Sole	2026-01-27
2023-03-31	$853,408	18,781	-3.5%	Shares	Sole	2023-05-15
2022-12-31	$885,819	19,460	+4.0%	Shares	Sole	2023-02-08
2022-09-30	$721,017	18,718	-10.8%	Shares	Sole	2022-11-14
2022-06-30	$875,034	20,979	-11.0%	Shares	Sole	2022-08-02
2022-03-31	$1,169,481	23,564	+11.7%	Shares	Sole	2022-04-28
2021-12-31	$1,225,023	21,092	-6.3%	Shares	Sole	2022-02-15
2021-09-30	$1,166,866	22,509	+24.1%	Shares	Sole	2021-11-15
2021-06-30	$929,568	18,145	-12.1%	Shares	Sole	2021-08-09
2021-03-31	$976,443	20,648	+211.4%	Shares	Sole	2021-05-14
2020-12-31	$281,419	6,631	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.