BELLEVUE ASSET MANAGEMENT, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1801619 BELLEVUE, WA

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$15,907

+$2,858 QoQ

Shares Held

110

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,778

of 1,868 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $1,700,340 across 6 Banks - Diversified names. BNY ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,456	$1,131,252
2	BAC	Bank Of America Corp /De/	7,286	$415,156
3	CM	Canadian Imperial Bank Of Commerce /Can/	870	$100,050
4	WFC	Wells Fargo & Company/Mn	442	$36,526
5	BNY	Bank of New York Mellon Corp This page	110	$15,907
6	SAN	Banco Santander, S.A.	105	$1,449

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,907	110	0.0%	Shares	Sole	2026-08-04
2026-03-31	$13,049	110	+0.9%	Shares	Sole	2026-04-24
2025-12-31	$12,653	109	0.0%	Shares	Sole	2026-01-23
2025-09-30	$11,876	109	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$9,839	108	0.0%	Shares	Sole	2025-07-23
2025-03-31	$9,057	108	0.0%	Shares	Sole	2025-04-28
2024-12-31	$8,297	108	+52.1%	Shares	Sole	2025-02-06
2021-09-30	$3,680	71	0.0%	Shares	Sole	2021-11-05
2021-06-30	$3,637	71	0.0%	Shares	Sole	2021-08-09
2021-03-31	$3,357	71	0.0%	Shares	Sole	2021-05-12
2020-12-31	$3,013	71	-81.3%	Shares	Sole	2021-02-11
2020-09-30	$13,049	380	-62.3%	Shares	Other	2020-11-12
2020-06-30	$38,959	1,008	-21.0%	Shares	Sole	2020-07-31
2020-03-31	$42,975	1,276	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.