Inlet Private Wealth, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1759751 Jupiter, FL

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,562,923

+$163,869 QoQ

Shares Held

17,723

-12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#649

of 1,867 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $32,921,289 across 4 Banks - Diversified names. BNY ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,940	$12,746,230
2	C	Citigroup Inc	80,680	$11,291,972
3	BAC	Bank Of America Corp /De/	110,919	$6,320,164
4	BNY	Bank of New York Mellon Corp This page	17,723	$2,562,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,562,923	17,723	-12.4%	Shares	Sole	2026-08-07
2026-03-31	$2,399,054	20,223	-15.1%	Shares	Sole	2026-05-13
2025-12-31	$2,765,612	23,823	-14.7%	Shares	Sole	2026-01-21
2025-09-30	$3,042,490	27,923	+0.1%	Shares	Sole	2025-10-31
2025-06-30	$2,541,969	27,900	-0.2%	Shares	Sole	2025-08-05
2025-03-31	$2,344,166	27,950	-5.1%	Shares	Sole	2025-05-07
2024-12-31	$2,262,643	29,450	-19.4%	Shares	Sole	2025-01-24
2024-09-30	$2,626,483	36,550	0.0%	Shares	Sole	2024-10-16
2024-06-30	$2,188,979	36,550	0.0%	Shares	Sole	2024-07-23
2024-03-31	$2,106,011	36,550	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,902,427	36,550	-15.5%	Shares	Sole	2024-01-26
2023-09-30	$1,844,612	43,250	-24.8%	Shares	Sole	2023-10-30
2023-06-30	$2,562,126	57,550	-5.9%	Shares	Sole	2023-07-27
2023-03-31	$2,778,656	61,150	-14.1%	Shares	Sole	2023-05-03
2022-12-31	$3,238,748	71,150	-1.1%	Shares	Sole	2023-01-23
2022-09-30	$2,771,514	71,950	-0.7%	Shares	Sole	2022-10-20
2022-06-30	$3,021,889	72,450	0.0%	Shares	Sole	2022-07-13
2022-03-31	$3,595,693	72,450	0.0%	Shares	Sole	2022-04-29
2021-12-31	$4,207,896	72,450	0.0%	Shares	Sole	2022-01-31
2021-09-30	$3,755,808	72,450	0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,711,613	72,450	0.0%	Shares	Sole	2021-08-04
2021-03-31	$3,426,160	72,450	+11.4%	Shares	Sole	2021-05-05
2020-12-31	$2,760,722	65,050	+345.5%	Shares	Sole	2021-02-11
2020-09-30	$501,364	14,600	0.0%	Shares	Sole	2020-10-16
2020-06-30	$564,290	14,600	0.0%	Shares	Sole	2020-08-10
2020-03-31	$491,728	14,600	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.