Parcion Private Wealth LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1801263 BELLEVUE, WA

Position in BNY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$495,578

+$95,795 QoQ

Shares Held

3,427

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,200

of 1,868 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Parcion Private Wealth LLC holds $25,574,885 across 5 Banks - Diversified names. BNY ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,322	$13,853,260
2	WFC	Wells Fargo & Company/Mn	61,395	$5,073,682
3	BAC	Bank Of America Corp /De/	86,285	$4,916,519
4	C	Citigroup Inc	8,830	$1,235,846
5	BNY	Bank of New York Mellon Corp This page	3,427	$495,578

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,578	3,427	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$399,783	3,370	+3.8%	Shares	Sole	2026-04-22
2025-12-31	$376,944	3,247	+14.1%	Shares	Sole	2026-01-26
2025-09-30	$310,099	2,846	+8.3%	Shares	Other	2025-10-14
2025-06-30	$239,527	2,629	-28.2%	Shares	Other	2025-07-30
2025-03-31	$307,299	3,664	+38.2%	Shares	Other	2025-05-02
2024-12-31	$203,752	2,652	—	Shares	Other	2025-02-03
No filing history on record for this holder in this stock.