Apollon Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1764387
MOUNT PLEASANT, SC
Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,191,665
+$915,461 QoQ
Shares Held
28,986
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#523
of 1,867 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $109,846,344 across 16 Banks - Diversified names. BNY ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
221,179 | $72,398,522 | |
| 2 | BAC |
Bank Of America Corp /De/
|
203,793 | $11,612,125 | |
| 3 | C |
Citigroup Inc
|
66,273 | $9,275,569 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
77,561 | $6,409,641 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
28,986 | $4,191,665 | |
| 6 | SAN |
Banco Santander, S.A.
|
82,165 | $1,133,877 | |
| 7 | ING |
Ing Groep NV
|
32,749 | $1,027,663 | |
| 8 | TD |
Toronto Dominion Bank
|
6,926 | $841,024 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,191,665 | 28,986 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,276,204 | 27,617 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,065,124 | 26,403 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,897,573 | 26,593 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,538,142 | 27,858 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,228,425 | 26,570 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,684,651 | 21,927 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,355,854 | 18,868 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,079,696 | 18,028 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,159,314 | 20,120 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $975,625 | 18,744 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $548,990 | 12,872 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $703,549 | 15,803 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $682,145 | 15,012 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $685,121 | 15,051 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $656,958 | 17,055 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $757,870 | 18,170 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $796,660 | 16,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $787,739 | 13,563 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $354,430 | 6,837 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $231,918 | 4,527 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $290,407 | 6,141 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $447,869 | 10,553 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $284,472 | 8,284 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $314,263 | 8,131 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||