CERTUITY, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1800752 NORTH PALM BEACH, FL

Position in BNY

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

Position Value

$1,792,440

+$368,525 QoQ

Shares Held

12,395

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#740

of 1,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. BNY ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	846,920	$118,534,923
2	BAC	Bank Of America Corp /De/	505,847	$28,823,162
3	WFC	Wells Fargo & Company/Mn	312,648	$25,837,230
4	JPM	Jpmorgan Chase & Co	16,514	$5,405,527
5	BNY	Bank of New York Mellon Corp This page	12,395	$1,792,440
6	BMO	Bank Of Montreal /Can/	3,936	$695,491
7	RY	Royal Bank Of Canada	1,935	$400,486
8	HSBC	Hsbc Holdings PLC	4,173	$396,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,792,440	12,395	+3.3%	Shares	Sole	2026-07-28
2026-03-31	$1,423,915	12,003	+10.9%	Shares	Sole	2026-05-11
2025-12-31	$1,256,442	10,823	-9.1%	Shares	Sole	2026-01-30
2025-09-30	$1,297,168	11,905	+7.4%	Shares	Sole	2025-11-13
2025-06-30	$1,009,589	11,081	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$920,557	10,976	+2.2%	Shares	Sole	2025-05-13
2024-12-31	$824,846	10,736	+9.1%	Shares	Sole	2025-01-29
2024-09-30	$707,030	9,839	+4.6%	Shares	Sole	2024-11-12
2024-06-30	$563,145	9,403	+1.2%	Shares	Sole	2024-08-06
2024-03-31	$535,116	9,287	+3.5%	Shares	Sole	2024-05-15
2023-12-31	$466,992	8,972	+2.3%	Shares	Sole	2024-02-05
2023-09-30	$373,912	8,767	+1.7%	Shares	Sole	2023-11-03
2023-06-30	$383,806	8,621	+1.1%	Shares	Sole	2023-08-09
2023-03-31	$387,557	8,529	0.0%	Shares	Sole	2023-05-11
2022-12-31	$388,240	8,529	0.0%	Shares	Sole	2023-02-13
2022-09-30	$328,537	8,529	+5.8%	Shares	Sole	2022-11-08
2022-06-30	$336,140	8,059	-0.0%	Shares	Sole	2022-08-03
2022-03-31	$400,067	8,061	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$466,672	8,035	0.0%	Shares	Sole	2022-02-28
2021-09-30	$416,534	8,035	-4.6%	Shares	Sole	2021-11-03
2021-06-30	$431,356	8,420	0.0%	Shares	Sole	2021-08-16
2021-03-31	$398,181	8,420	0.0%	Shares	Sole	2021-05-10
2020-12-31	$357,344	8,420	+4.8%	Shares	Sole	2021-02-04
2020-09-30	$275,921	8,035	+0.4%	Shares	Sole	2020-10-30
2020-06-30	$309,200	8,000	0.0%	Shares	Sole	2020-08-11
2020-03-31	$269,440	8,000	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.