CreativeOne Wealth, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1739728
OVERLAND PARK, KS
Position in BNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,177,537
+$426,915 QoQ
Shares Held
15,058
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#700
of 1,867 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. BNY ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,374 | $225,743 |
All Filings in BNY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,177,537 | 15,058 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,750,622 | 14,757 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,730,436 | 14,906 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,122,505 | 10,302 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $991,458 | 10,882 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $889,776 | 10,609 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $917,734 | 11,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $644,656 | 8,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $517,389 | 8,639 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $417,975 | 7,254 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $257,074 | 4,939 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $287,498 | 6,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $207,980 | 4,569 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $272,071 | 5,482 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $379,901 | 6,541 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $304,508 | 5,874 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $270,238 | 5,275 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $424,994 | 10,014 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||