KFA Private Wealth Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1800556 Tysons, VA

Position in BNY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$282,423

+$51,451 QoQ

Shares Held

1,953

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,470

of 1,878 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KFA Private Wealth Group, LLC holds $2,024,515 across 4 Banks - Diversified names. BNY ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,809	$919,469
2	C	Citigroup Inc	3,866	$541,085
3	BNY	Bank of New York Mellon Corp This page	1,953	$282,423
4	BAC	Bank Of America Corp /De/	4,941	$281,538

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,423	1,953	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$230,972	1,947	+0.4%	Shares	Sole	2026-04-20
2025-12-31	$225,214	1,940	+3.8%	Shares	Sole	2026-01-07
2025-09-30	$203,646	1,869	—	Shares	Sole	2025-10-03
No filing history on record for this holder in this stock.