Marshall Financial Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1841496 Hunt Valley, MD

Position in BNY

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

Position Value

$269,986

+$48,504 QoQ

Shares Held

1,867

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,487

of 1,868 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,458,660 across 4 Banks - Diversified names. BNY ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,585	$1,500,808
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	34,311	$859,833
3	BAC	Bank Of America Corp /De/	14,532	$828,033
4	BNY	Bank of New York Mellon Corp This page	1,867	$269,986

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,986	1,867	0.0%	Shares	Sole	2026-07-20
2026-03-31	$221,482	1,867	0.0%	Shares	Sole	2026-04-13
2025-12-31	$216,740	1,867	-0.4%	Shares	Sole	2026-01-09
2025-09-30	$204,300	1,875	-55.5%	Shares	Sole	2025-10-08
2024-03-31	$242,983	4,217	0.0%	Shares	Sole	2024-04-19
2023-12-31	$219,494	4,217	+4.7%	Shares	Sole	2024-01-10
2021-12-31	$233,888	4,027	0.0%	Shares	Sole	2022-01-27
2021-09-30	$208,759	4,027	-1.0%	Shares	Sole	2021-10-28
2021-06-30	$208,352	4,067	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.