SATOVSKY ASSET MANAGEMENT LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1807288 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$241,498

New position

Shares Held

1,670

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,528

of 1,868 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SATOVSKY ASSET MANAGEMENT LLC holds $1,155,345 across 4 Banks - Diversified names. BNY ranks #4 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,190	$389,522
2	C	Citigroup Inc	1,981	$277,260
3	BAC	Bank Of America Corp /De/	4,336	$247,065
4	BNY	Bank of New York Mellon Corp This page	1,670	$241,498

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,498	1,670	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.