Whalen Wealth Management Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1894447 LAS VEGAS, NV

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$309,465

-$94,296 QoQ

Shares Held

2,140

-38.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,411

of 1,868 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $7,626,476 across 5 Banks - Diversified names. BNY ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,708	$3,505,049
2	BAC	Bank Of America Corp /De/	28,935	$1,648,716
3	WFC	Wells Fargo & Company/Mn	14,396	$1,189,685
4	C	Citigroup Inc	6,956	$973,561
5	BNY	Bank of New York Mellon Corp This page	2,140	$309,465

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,465	2,140	-38.5%	Shares	Sole	2026-08-13
2025-12-31	$403,761	3,478	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.