Prestige Wealth Management Group LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1772715
FLEMINGTON, NJ
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,493
+$388,927 QoQ
Shares Held
4,194
+128.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,114
of 1,868 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. BNY ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,493 | 4,194 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $217,566 | 1,834 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $212,908 | 1,834 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $199,832 | 1,834 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $168,279 | 1,847 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $154,907 | 1,847 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $141,904 | 1,847 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $132,724 | 1,847 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $110,616 | 1,847 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $106,423 | 1,847 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $96,135 | 1,847 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $78,773 | 1,847 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $82,227 | 1,847 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $83,926 | 1,847 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $89,446 | 1,965 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $72,031 | 1,870 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $78,705 | 1,887 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $92,360 | 1,861 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $108,086 | 1,861 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $96,473 | 1,861 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $95,338 | 1,861 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $102,524 | 2,168 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $78,979 | 1,861 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $78,192 | 2,277 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $88,006 | 2,277 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $82,212 | 2,441 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||