Keystone Financial Services

Position in BNY — Bank of New York Mellon Corp

CIK 1865158 LOVELAND, CO

Position in BNY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,512,908

+$274,650 QoQ

Shares Held

10,462

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

#787

of 1,868 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Services holds $6,214,282 across 4 Banks - Diversified names. BNY ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,929	$2,922,728
2	BNY	Bank of New York Mellon Corp This page	10,462	$1,512,908
3	WFC	Wells Fargo & Company/Mn	18,117	$1,497,187
4	C	Citigroup Inc	2,011	$281,459

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,512,908	10,462	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$1,238,258	10,438	-2.0%	Shares	Sole	2026-05-06
2025-12-31	$1,236,240	10,649	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$1,212,069	11,124	+3.5%	Shares	Sole	2025-11-13
2025-06-30	$979,340	10,749	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$880,214	10,495	-8.3%	Shares	Sole	2025-04-23
2024-12-31	$879,548	11,448	+2.6%	Shares	Sole	2025-01-31
2024-09-30	$802,028	11,161	+4.8%	Shares	Sole	2024-11-05
2024-06-30	$638,067	10,654	+5.9%	Shares	Sole	2024-07-23
2024-03-31	$579,944	10,065	-0.1%	Shares	Sole	2024-06-13
2023-12-31	$524,558	10,078	+0.3%	Shares	Sole	2024-01-29
2023-09-30	$428,333	10,043	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$449,294	10,092	-17.9%	Shares	Sole	2023-08-02
2023-03-31	$558,547	12,292	+23.1%	Shares	Sole	2023-04-28
2022-12-31	$454,652	9,988	+1.5%	Shares	Sole	2023-02-01
2022-09-30	$378,920	9,837	-2.9%	Shares	Sole	2022-10-28
2022-06-30	$422,437	10,128	+2.8%	Shares	Sole	2022-08-03
2022-03-31	$488,953	9,852	+0.6%	Shares	Sole	2022-05-10
2021-12-31	$569,067	9,798	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.