Signature Wealth Management Partners, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1824694
MONTVALE, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,090,171
+$555,167 QoQ
Shares Held
21,369
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#611
of 1,868 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $7,887,157 across 3 Banks - Diversified names. BNY ranks #2 (39.2% of the industry book) .
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090,171 | 21,369 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,535,004 | 21,369 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,480,727 | 21,369 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,328,366 | 21,369 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,934,903 | 21,237 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,781,147 | 21,237 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,631,638 | 21,237 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,526,090 | 21,237 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,271,883 | 21,237 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,223,675 | 21,237 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,111,996 | 21,364 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $911,174 | 21,364 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $945,471 | 21,237 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $965,009 | 21,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $966,708 | 21,237 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $818,049 | 21,237 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $885,795 | 21,237 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,053,992 | 21,237 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,233,444 | 21,237 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,100,926 | 21,237 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,087,971 | 21,237 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,004,297 | 21,237 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $901,298 | 21,237 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||