Wedmont Private Capital

Position in BNY — Bank of New York Mellon Corp

CIK 1904274 WEST CHESTER, PA

Position in BNY

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

Position Value

$1,285,004

+$293,495 QoQ

Shares Held

8,886

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#843

of 1,867 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. BNY ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	54,011	$17,679,420
2	WFC	Wells Fargo & Company/Mn	154,312	$12,752,343
3	BAC	Bank Of America Corp /De/	76,386	$4,352,474
4	C	Citigroup Inc	26,112	$3,654,635
5	BNY	Bank of New York Mellon Corp This page	8,886	$1,285,004
6	RY	Royal Bank Of Canada	3,878	$802,629
7	HSBC	Hsbc Holdings PLC	7,127	$677,706
8	SAN	Banco Santander, S.A.	37,127	$512,352

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,004	8,886	+6.3%	Shares	Sole	2026-07-13
2026-03-31	$991,509	8,358	+4.5%	Shares	Sole	2026-04-09
2025-12-31	$928,371	7,997	+2.5%	Shares	Sole	2026-01-08
2025-09-30	$849,888	7,800	+4.3%	Shares	Sole	2025-10-08
2025-06-30	$681,229	7,477	+5.7%	Shares	Sole	2025-07-10
2025-03-31	$593,380	7,075	+12.4%	Shares	Sole	2025-04-14
2024-12-31	$483,414	6,292	+9.9%	Shares	Sole	2025-01-13
2024-09-30	$411,326	5,724	+9.4%	Shares	Sole	2024-10-08
2024-06-30	$313,284	5,231	+13.9%	Shares	Sole	2024-07-15
2024-03-31	$264,533	4,591	+3.8%	Shares	Sole	2024-04-10
2023-12-31	$230,165	4,422	-7.6%	Shares	Sole	2024-01-09
2023-03-31	$217,475	4,786	-21.1%	Shares	Sole	2023-04-11
2022-09-30	$233,662	6,066	+22.0%	Shares	Sole	2022-10-03
2022-06-30	$207,465	4,974	—	Shares	Sole	2022-07-11
No filing history on record for this holder in this stock.