Accurate Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,746,577

+$372,673 QoQ

Shares Held

18,993

-5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#636

of 1,868 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. BNY ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,726	$12,676,181
2	BAC	Bank Of America Corp /De/	54,107	$3,083,016
3	BNY	Bank of New York Mellon Corp This page	18,993	$2,746,577
4	C	Citigroup Inc	15,896	$2,224,804
5	WFC	Wells Fargo & Company/Mn	14,780	$1,221,419
6	TD	Toronto Dominion Bank	2,582	$313,532

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,746,577	18,993	-5.1%	Shares	Sole	2026-07-15
2026-03-31	$2,373,904	20,011	+167.1%	Shares	Sole	2026-04-23
2025-12-31	$869,746	7,492	+8.1%	Shares	Sole	2026-01-14
2025-09-30	$755,310	6,932	+4.4%	Shares	Sole	2025-10-20
2025-06-30	$605,243	6,643	+4.1%	Shares	Sole	2025-07-15
2025-03-31	$535,258	6,382	+16.2%	Shares	Sole	2025-04-15
2024-12-31	$421,873	5,491	+7.7%	Shares	Sole	2025-01-14
2024-09-30	$366,342	5,098	-4.4%	Shares	Sole	2024-10-17
2024-06-30	$319,393	5,333	+3.6%	Shares	Sole	2024-07-17
2024-03-31	$296,627	5,148	-0.9%	Shares	Sole	2024-04-23
2023-12-31	$270,399	5,195	-6.7%	Shares	Sole	2024-01-12
2023-09-30	$237,517	5,569	+55.8%	Shares	Sole	2023-10-23
2022-12-31	$162,688	3,574	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.