Principle Wealth Partners LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1743413
MADISON, CT
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,303,637
+$306,857 QoQ
Shares Held
15,930
-5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#680
of 1,868 holders
Holding Since
Dec 2020
23 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, 2026Principle Wealth Partners LLC holds $128,135,150 across 5 Banks - Diversified names. BNY ranks #3 (1.8% of the industry book) .
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,637 | 15,930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,996,780 | 16,832 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,948,802 | 16,787 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,829,111 | 16,787 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,529,463 | 16,787 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,329,507 | 15,852 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,217,909 | 15,852 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,142,717 | 15,902 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $952,370 | 15,902 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $916,273 | 15,902 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $827,699 | 15,902 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $678,220 | 15,902 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $707,957 | 15,902 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $722,586 | 15,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $723,859 | 15,902 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $539,318 | 14,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $583,981 | 14,001 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $600,523 | 12,100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $702,768 | 12,100 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $627,264 | 12,100 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $619,883 | 12,100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $572,209 | 12,100 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $513,524 | 12,100 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||