TFC Financial Management, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1827844
BOSTON, MA
Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$101,805
+$19,120 QoQ
Shares Held
704
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,668
of 1,868 holders
Holding Since
Mar 2023
14 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. BNY ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in BNY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,805 | 704 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $82,685 | 697 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $80,914 | 697 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $75,945 | 697 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $63,230 | 694 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $57,870 | 690 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,765 | 36 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,586 | 36 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,156 | 36 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,074 | 36 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,665 | 32 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,023 | 24 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,068 | 24 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $863 | 19 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||