Concentrum Wealth Management

Position in BNY — Bank of New York Mellon Corp

CIK 1765387 SAN JOSE, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$273,312

New position

Shares Held

1,890

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,481

of 1,868 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concentrum Wealth Management holds $2,670,198 across 5 Banks - Diversified names. BNY ranks #5 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,504	$1,146,964
2	C	Citigroup Inc	3,209	$449,131
3	BAC	Bank Of America Corp /De/	7,452	$424,614
4	WFC	Wells Fargo & Company/Mn	4,552	$376,177
5	BNY	Bank of New York Mellon Corp This page	1,890	$273,312

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,312	1,890	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.