Sound Income Strategies, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1730960 Ft Lauderdale, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,800,263

-$2,511,056 QoQ

Shares Held

53,940

-37.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#404

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names. BNY ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp This page	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn	6,929	$572,612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,800,263	53,940	-37.9%	Shares	Sole	2026-07-20
2026-03-31	$10,311,319	86,920	+5.2%	Shares	Sole	2026-04-27
2025-12-31	$9,591,355	82,620	+6.5%	Shares	Sole	2026-01-21
2025-09-30	$8,451,155	77,562	+2.4%	Shares	Sole	2025-10-10
2025-06-30	$6,901,855	75,753	+6.4%	Shares	Sole	2025-07-17
2025-03-31	$5,973,053	71,218	+9.0%	Shares	Sole	2025-04-17
2024-12-31	$5,018,612	65,321	+14.0%	Shares	Sole	2025-01-21
2024-09-30	$4,117,578	57,300	+9.0%	Shares	Sole	2024-10-10
2024-06-30	$3,149,016	52,580	+8.6%	Shares	Sole	2024-07-12
2024-03-31	$2,789,672	48,415	+11.0%	Shares	Sole	2024-04-15
2023-12-31	$2,270,837	43,628	+10.3%	Shares	Sole	2024-01-10
2023-09-30	$1,686,764	39,549	+5.9%	Shares	Sole	2023-10-12
2023-06-30	$1,662,688	37,347	+9.7%	Shares	Sole	2023-07-10
2023-03-31	$1,546,459	34,033	+2.9%	Shares	Sole	2023-04-10
2022-12-31	$1,505,437	33,072	+37.0%	Shares	Sole	2023-01-11
2022-09-30	$929,641	24,134	+8338.5%	Shares	Sole	2022-10-18
2022-06-30	$11,929	286	0.0%	Shares	Sole	2022-07-11
2022-03-31	$14,194	286	0.0%	Shares	Sole	2022-04-11
2021-12-31	$16,610	286	+43.0%	Shares	Sole	2022-01-13
2021-09-30	$10,368	200	0.0%	Shares	Sole	2021-10-12
2021-06-30	$10,246	200	0.0%	Shares	Sole	2021-07-13
2021-03-31	$9,458	200	0.0%	Shares	Sole	2021-04-14
2020-12-31	$8,488	200	0.0%	Shares	Sole	2021-01-11
2020-09-30	$6,868	200	0.0%	Shares	Sole	2020-10-08
2020-06-30	$7,730	200	0.0%	Shares	Sole	2020-07-13
2020-03-31	$6,736	200	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.