SeaCrest Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1728121 PURCHASE, NY

Position in BNY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$772,795

+$136,583 QoQ

Shares Held

5,344

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,018

of 1,868 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $9,223,976 across 5 Banks - Diversified names. BNY ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,560	$4,765,924
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc	9,244	$1,293,790
4	WFC	Wells Fargo & Company/Mn	9,467	$782,352
5	BNY	Bank of New York Mellon Corp This page	5,344	$772,795

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,795	5,344	-0.4%	Shares	Sole	2026-07-09
2026-03-31	$636,212	5,363	-0.4%	Shares	Sole	2026-04-15
2025-12-31	$625,260	5,386	-8.7%	Shares	Sole	2026-01-12
2025-09-30	$642,972	5,901	-4.9%	Shares	Sole	2025-11-13
2025-06-30	$565,246	6,204	+3.3%	Shares	Sole	2025-07-11
2025-03-31	$503,807	6,007	-15.7%	Shares	Sole	2025-04-11
2024-12-31	$547,413	7,125	+4.3%	Shares	Sole	2025-01-14
2024-09-30	$490,803	6,830	+4.0%	Shares	Sole	2024-10-16
2024-06-30	$393,477	6,570	-1.5%	Shares	Sole	2024-07-22
2024-03-31	$384,267	6,669	-31.8%	Shares	Sole	2024-04-18
2023-12-31	$508,736	9,774	-25.0%	Shares	Sole	2024-01-18
2023-09-30	$556,070	13,038	+0.2%	Shares	Sole	2023-10-12
2023-06-30	$579,071	13,007	-9.8%	Shares	Sole	2023-07-14
2023-03-31	$655,381	14,423	+2.9%	Shares	Sole	2023-05-12
2022-12-31	$638,326	14,023	-2.2%	Shares	Sole	2023-02-14
2022-09-30	$552,068	14,332	+5.9%	Shares	Sole	2022-11-15
2022-06-30	$564,711	13,539	+17.2%	Shares	Sole	2022-08-09
2022-03-31	$573,276	11,551	+31.8%	Shares	Sole	2022-05-16
2021-12-31	$508,838	8,761	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$436,129	8,413	-0.9%	Shares	Sole	2021-11-16
2021-06-30	$435,045	8,492	+7.1%	Shares	Sole	2021-08-12
2021-03-31	$374,915	7,928	+34.9%	Shares	Sole	2021-05-17
2020-12-31	$249,335	5,875	-0.9%	Shares	Sole	2021-02-09
2020-06-30	$229,078	5,927	-1.6%	Shares	Sole	2020-07-27
2020-03-31	$202,820	6,022	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.