INCEPTIONR LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1821561 Lafayette, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,081,827

+$370,759 QoQ

Shares Held

7,481

+24.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#895

of 1,868 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INCEPTIONR LLC holds $3,979,132 across 5 Banks - Diversified names. BNY ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	28,396	$1,618,004
2	BNY	Bank of New York Mellon Corp This page	7,481	$1,081,827
3	C	Citigroup Inc	4,638	$649,134
4	WFC	Wells Fargo & Company/Mn	3,922	$324,114
5	JPM	Jpmorgan Chase & Co	935	$306,053

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,827	7,481	+24.8%	Shares	Sole	2026-08-11
2026-03-31	$711,068	5,994	+5.3%	Shares	Sole	2026-05-14
2025-12-31	$661,132	5,695	-62.5%	Shares	Sole	2026-02-11
2025-09-30	$1,655,647	15,195	-33.4%	Shares	Sole	2025-11-13
2025-06-30	$2,078,401	22,812	+137.0%	Shares	Sole	2025-08-12
2024-12-31	$739,642	9,627	-63.3%	Shares	Sole	2025-02-06
2024-06-30	$1,570,854	26,229	+25.8%	Shares	Sole	2024-08-13
2022-12-31	$948,909	20,846	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.