Laidlaw Wealth Management LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1800608
NEW YORK CITY, NY
Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$561,809
+$270,217 QoQ
Shares Held
3,885
+58.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#1,152
of 1,878 holders
Holding Since
Jun 2021
3 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, 2026Laidlaw Wealth Management LLC holds $1,222,096 across 3 Banks - Diversified names. BNY ranks #1 (46.0% of the industry book) .
All Filings in BNY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,809 | 3,885 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,592 | 2,458 | Shares | Sole | 2026-05-06 | |
| 2021-06-30 | $506,664 | 9,890 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||