Red Door Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1783599
Memphis, TN
Position in BNY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,036,130
+$189,824 QoQ
Shares Held
7,165
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#912
of 1,868 holders
Holding Since
Jun 2021
6 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, 2026Red Door Wealth Management, LLC holds $30,510,123 across 6 Banks - Diversified names. BNY ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,114 | $27,533,035 | |
| 2 | BNY |
Bank of New York Mellon Corp
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|
7,165 | $1,036,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,356 | $704,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,257 | $599,718 | |
| 5 | C |
Citigroup Inc
|
2,407 | $336,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,451 | $300,313 |
All Filings in BNY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,130 | 7,165 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $846,306 | 7,134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $652,193 | 5,618 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $611,701 | 5,614 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $516,047 | 5,664 | Shares | Sole | 2025-07-22 | |
| 2021-06-30 | $3,842 | 75 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||