Western Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1767902
GOLDEN, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,699,167
+$292,097 QoQ
Shares Held
11,750
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#759
of 1,867 holders
Holding Since
Jun 2020
24 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, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. BNY ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
|
3,156 | $383,233 |
All Filings in BNY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,167 | 11,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,407,070 | 11,861 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,259,460 | 10,849 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,104,636 | 10,138 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $875,111 | 9,605 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $805,403 | 9,603 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $764,228 | 9,947 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $698,838 | 9,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $701,970 | 11,721 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $716,043 | 12,427 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $672,329 | 12,917 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $601,620 | 14,106 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $389,460 | 8,748 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,215,701 | 26,754 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $803,154 | 17,644 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,068,832 | 53,708 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,032,069 | 48,719 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,019,102 | 20,534 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $574,295 | 9,888 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $498,877 | 9,738 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $418,705 | 8,854 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $375,763 | 8,854 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $309,266 | 9,006 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $335,288 | 8,675 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||