JEPPSON WEALTH MANAGEMENT, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1831263 MANHATTAN BEACH, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,179,294

+$209,494 QoQ

Shares Held

8,155

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#870

of 1,867 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. BNY ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,527	$4,100,462
2	BAC	Bank Of America Corp /De/	47,015	$2,678,914
3	WFC	Wells Fargo & Company/Mn	20,341	$1,680,980
4	BNY	Bank of New York Mellon Corp This page	8,155	$1,179,294
5	C	Citigroup Inc	5,976	$836,400
6	ING	Ing Groep NV	21,675	$680,161
7	TD	Toronto Dominion Bank	2,349	$285,239

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,294	8,155	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$969,800	8,175	-3.2%	Shares	Sole	2026-04-14
2025-12-31	$980,844	8,449	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$921,692	8,459	-1.7%	Shares	Sole	2025-10-15
2025-06-30	$784,365	8,609	0.0%	Shares	Sole	2025-07-15
2025-03-31	$722,036	8,609	-0.1%	Shares	Sole	2025-04-24
2024-12-31	$662,120	8,618	0.0%	Shares	Sole	2025-01-22
2024-09-30	$619,289	8,618	0.0%	Shares	Sole	2024-11-05
2024-06-30	$516,132	8,618	0.0%	Shares	Sole	2024-08-05
2024-03-31	$496,569	8,618	-0.6%	Shares	Sole	2024-04-17
2023-12-31	$451,117	8,667	-1.0%	Shares	Sole	2024-01-11
2023-09-30	$373,486	8,757	+27.6%	Shares	Sole	2023-10-25
2023-06-30	$305,451	6,861	+10.5%	Shares	Sole	2023-07-31
2023-03-31	$282,227	6,211	+33.5%	Shares	Sole	2023-04-28
2022-12-31	$211,759	4,652	+61.5%	Shares	Sole	2023-01-27
2020-09-30	$98,899	2,880	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.