Ascentis Independent Advisors

Position in BNY — Bank of New York Mellon Corp

CIK 1845003 DALLAS, TX

Position in BNY

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

Position Value

$15,184

-$40,334 QoQ

Shares Held

105

-77.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,777

of 1,864 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Independent Advisors holds $300,687 across 4 Banks - Diversified names. BNY ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	727	$237,962
2	BAC	Bank Of America Corp /De/	540	$30,767
3	WFC	Wells Fargo & Company/Mn	203	$16,774
4	BNY	Bank of New York Mellon Corp This page	105	$15,184

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,184	105	-77.6%	Shares	Sole	2026-08-04
2026-03-31	$55,518	468	-15.1%	Shares	Sole	2026-04-28
2024-09-30	$39,589	551	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.