Secure Asset Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1800692 Troy, MI

Position in BNY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$745,753

+$138,487 QoQ

Shares Held

5,157

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,035

of 1,878 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $6,402,927 across 5 Banks - Diversified names. BNY ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	59,880	$3,411,962
2	JPM	Jpmorgan Chase & Co	3,831	$1,254,001
3	BNY	Bank of New York Mellon Corp This page	5,157	$745,753
4	WFC	Wells Fargo & Company/Mn	8,160	$674,342
5	C	Citigroup Inc	2,264	$316,869

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,753	5,157	+0.7%	Shares	Sole	2026-07-15
2026-03-31	$607,266	5,119	—	Shares	Sole	2026-04-09
No filing history on record for this holder in this stock.