MinichMacGregor Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1744318
Saratoga Springs, NY
Position in BNY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$406,498
+$49,185 QoQ
Shares Held
2,811
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,286
of 1,868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $3,123,347 across 5 Banks - Diversified names. BNY ranks #2 (13.0% of the industry book) .
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,498 | 2,811 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $357,313 | 3,012 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $352,217 | 3,034 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $311,516 | 2,859 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $266,587 | 2,926 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $283,816 | 3,384 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||