IVC Wealth Advisors LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1842811 SILVERDALE, PA

Position in BNY

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$772,072

+$138,351 QoQ

Shares Held

5,339

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,019

of 1,867 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $3,157,517 across 4 Banks - Diversified names. BNY ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,583	$1,172,823
2	WFC	Wells Fargo & Company/Mn	10,658	$880,777
3	BNY	Bank of New York Mellon Corp This page	5,339	$772,072
4	C	Citigroup Inc	2,371	$331,845

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,072	5,339	-0.1%	Shares	Sole	2026-07-14
2026-03-31	$633,721	5,342	-5.6%	Shares	Sole	2026-04-16
2025-12-31	$656,721	5,657	-3.6%	Shares	Sole	2026-01-16
2025-09-30	$639,595	5,870	-6.0%	Shares	Sole	2025-10-09
2025-06-30	$569,164	6,247	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$531,316	6,335	-15.3%	Shares	Sole	2025-04-08
2024-12-31	$574,304	7,475	+2.3%	Shares	Sole	2025-01-17
2024-09-30	$525,152	7,308	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$447,258	7,468	+1.4%	Shares	Sole	2024-07-16
2024-03-31	$424,428	7,366	-0.7%	Shares	Sole	2024-04-19
2023-12-31	$385,950	7,415	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$316,036	7,410	+0.5%	Shares	Sole	2023-10-05
2023-06-30	$328,379	7,376	-2.3%	Shares	Sole	2023-07-13
2023-03-31	$342,890	7,546	-0.6%	Shares	Sole	2023-04-13
2022-12-31	$345,724	7,595	-1.1%	Shares	Sole	2023-01-17
2022-09-30	$295,795	7,679	+1.5%	Shares	Sole	2022-10-12
2022-06-30	$315,702	7,569	+1.4%	Shares	Sole	2022-07-11
2022-03-31	$370,587	7,467	+2.3%	Shares	Sole	2022-04-27
2021-12-31	$423,925	7,299	-7.6%	Shares	Sole	2022-01-13
2021-09-30	$409,484	7,899	+5.8%	Shares	Sole	2021-10-08
2021-06-30	$382,534	7,467	0.0%	Shares	Sole	2021-07-13
2021-03-31	$353,114	7,467	+0.7%	Shares	Sole	2021-04-20
2020-12-31	$314,692	7,415	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.