CVA Family Office, LLC
Family OfficePosition in BNY — Bank of New York Mellon Corp
CIK 1802084
DENVER, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$308,019
+$52,253 QoQ
Shares Held
2,130
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,413
of 1,868 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. BNY ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
This page
|
2,130 | $308,019 |
All Filings in BNY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,019 | 2,130 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $255,766 | 2,156 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $192,825 | 1,661 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $186,975 | 1,716 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $155,889 | 1,711 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $149,036 | 1,777 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $118,548 | 1,543 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $98,879 | 1,376 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $79,653 | 1,330 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $73,638 | 1,278 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $66,051 | 1,269 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $29,160 | 655 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $83,473 | 1,837 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $67,597 | 1,485 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $65,291 | 1,695 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $65,901 | 1,580 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $59,556 | 1,200 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $69,696 | 1,200 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $66,342 | 1,295 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $34,285 | 725 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||