Thrive Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1847610 AUDUBON, PA

Position in BNY

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$318,286

+$43,895 QoQ

Shares Held

2,201

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,397

of 1,868 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,294,107 across 5 Banks - Diversified names. BNY ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,467	$2,444,173
2	C	Citigroup Inc	7,474	$1,046,061
3	WFC	Wells Fargo & Company/Mn	9,884	$816,813
4	BAC	Bank Of America Corp /De/	11,737	$668,774
5	BNY	Bank of New York Mellon Corp This page	2,201	$318,286

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,286	2,201	-4.8%	Shares	Sole	2026-07-07
2026-03-31	$274,391	2,313	+2.8%	Shares	Sole	2026-04-09
2025-12-31	$261,318	2,251	-0.2%	Shares	Sole	2026-01-12
2025-09-30	$245,704	2,255	+0.7%	Shares	Sole	2025-10-07
2025-06-30	$203,995	2,239	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.