Caerus Investment Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1862682 WEST LAKE HILLS, TX

Position in BNY

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

Position Value

$295,004

+$75,183 QoQ

Shares Held

2,040

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,436

of 1,868 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $2,476,927 across 4 Banks - Diversified names. BNY ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,865	$937,800
2	C	Citigroup Inc	5,941	$831,502
3	WFC	Wells Fargo & Company/Mn	4,993	$412,621
4	BNY	Bank of New York Mellon Corp This page	2,040	$295,004

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,004	2,040	+10.1%	Shares	Sole	2026-08-14
2026-03-31	$219,821	1,853	-45.1%	Shares	Sole	2026-06-01
2025-12-31	$392,152	3,378	+51.9%	Shares	Sole	2026-02-12
2025-09-30	$242,327	2,224	—	Shares	Sole	2025-11-20
No filing history on record for this holder in this stock.