Bradley & Co. Private Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1861678
MIAMI, FL
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,267
+$1,845 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,796
of 1,868 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bradley & Co. Private Wealth Management, LLC holds $13,444,313 across 4 Banks - Diversified names. BNY ranks #4 (0.1% of the industry book) .
All Filings in BNY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,267 | 71 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,422 | 71 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,242 | 71 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,736 | 71 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,468 | 71 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,954 | 71 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,454 | 71 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,252 | 71 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,091 | 71 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,695 | 71 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,028 | 71 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,160 | 71 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,226 | 71 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,231 | 71 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,734 | 71 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,961 | 71 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||