1900 WEALTH MANAGEMENT LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1791996 SAN ANTONIO, TX

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$783,207

+$290,181 QoQ

Shares Held

5,416

+30.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,011

of 1,868 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

1900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. BNY ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,355	$2,734,842
2	WFC	Wells Fargo & Company/Mn	12,801	$1,057,874
3	BNY	Bank of New York Mellon Corp This page	5,416	$783,207
4	BNS	Bank Of Nova Scotia	8,903	$773,136
5	BAC	Bank Of America Corp /De/	8,777	$500,113
6	C	Citigroup Inc	1,476	$206,580

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$783,207	5,416	+30.3%	Shares	Sole	2026-08-04
2026-03-31	$493,026	4,156	+3.3%	Shares	Sole	2026-04-17
2025-12-31	$466,913	4,022	0.0%	Shares	Sole	2026-01-20
2025-09-30	$438,237	4,022	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$364,895	4,005	+0.1%	Shares	Sole	2025-07-21
2025-03-31	$335,647	4,002	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$307,320	4,000	0.0%	Shares	Sole	2025-01-28
2024-09-30	$287,440	4,000	0.0%	Shares	Sole	2024-11-14
2024-06-30	$239,560	4,000	0.0%	Shares	Sole	2024-07-26
2024-03-31	$230,480	4,000	-10.3%	Shares	Sole	2024-04-24
2023-12-31	$232,143	4,460	+11.5%	Shares	Sole	2024-02-01
2021-12-31	$232,320	4,000	0.0%	Shares	Sole	2022-01-31
2021-09-30	$207,360	4,000	0.0%	Shares	Sole	2021-11-01
2021-06-30	$204,920	4,000	—	Shares	Sole	2021-07-20
No filing history on record for this holder in this stock.