SAX WEALTH ADVISORS, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1846150 PARSIPPANY, NJ

Position in BNY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$869,829

+$189,131 QoQ

Shares Held

6,015

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#975

of 1,867 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $12,986,323 across 8 Banks - Diversified names. BNY ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,214	$8,253,298
2	BAC	Bank Of America Corp /De/	20,209	$1,151,508
3	BNY	Bank of New York Mellon Corp This page	6,015	$869,829
4	RY	Royal Bank Of Canada	3,321	$687,347
5	UBS	UBS Group AG	13,693	$678,625
6	C	Citigroup Inc	3,504	$490,419
7	WFC	Wells Fargo & Company/Mn	5,871	$485,179
8	TD	Toronto Dominion Bank	3,048	$370,118

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$869,829	6,015	+4.8%	Shares	Sole	2026-07-09
2026-03-31	$680,698	5,738	-2.5%	Shares	Sole	2026-04-08
2025-12-31	$683,421	5,887	-4.5%	Shares	Sole	2026-01-12
2025-09-30	$671,738	6,165	+12.5%	Shares	Sole	2025-10-20
2025-06-30	$499,282	5,480	+3.8%	Shares	Sole	2025-07-23
2025-03-31	$442,665	5,278	+2.3%	Shares	Sole	2025-05-14
2024-12-31	$396,519	5,161	+13.5%	Shares	Sole	2025-01-15
2024-06-30	$272,259	4,546	+1.5%	Shares	Sole	2024-07-12
2023-12-31	$233,236	4,481	0.0%	Shares	Sole	2024-02-14
2023-03-31	$203,616	4,481	0.0%	Shares	Sole	2023-05-05
2022-12-31	$203,975	4,481	0.0%	Shares	Sole	2023-02-06
2021-12-31	$260,256	4,481	-25.1%	Shares	Sole	2022-02-07
2021-09-30	$310,055	5,981	0.0%	Shares	Sole	2021-12-10
2021-06-30	$306,406	5,981	0.0%	Shares	Sole	2021-08-12
2021-03-31	$282,841	5,981	0.0%	Shares	Sole	2021-05-14
2020-12-31	$253,833	5,981	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.