Wellspring Financial Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1811308 CLEVELAND, OH

Position in BNY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$330,144

-$15,187 QoQ

Shares Held

2,283

-21.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,384

of 1,868 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $9,917,532 across 5 Banks - Diversified names. BNY ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,097	$5,596,361
2	BAC	Bank Of America Corp /De/	49,747	$2,834,584
3	WFC	Wells Fargo & Company/Mn	7,221	$596,743
4	C	Citigroup Inc	3,999	$559,700
5	BNY	Bank of New York Mellon Corp This page	2,283	$330,144

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,144	2,283	-21.6%	Shares	Sole	2026-07-20
2026-03-31	$345,331	2,911	+15.5%	Shares	Sole	2026-05-15
2025-12-31	$292,662	2,521	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.