Intrinsic Value Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1910364 PHOENIX, AZ

Position in BNY

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

Position Value

$3,481,341

+$478,342 QoQ

Shares Held

24,074

-4.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#582

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

Intrinsic Value Partners, LLC holds $6,659,231 across 5 Banks - Diversified names. BNY ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp This page	24,074	$3,481,341
2	WFC	Wells Fargo & Company/Mn	13,547	$1,119,524
3	C	Citigroup Inc	5,235	$732,690
4	BAC	Bank Of America Corp /De/	12,167	$693,275
5	JPM	Jpmorgan Chase & Co	1,932	$632,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,481,341	24,074	-4.9%	Shares	Sole	2026-07-14
2026-03-31	$3,002,999	25,314	-11.6%	Shares	Sole	2026-04-28
2025-12-31	$3,325,862	28,649	-2.9%	Shares	Sole	2026-01-21
2025-09-30	$3,215,300	29,509	-9.2%	Shares	Sole	2025-11-14
2025-06-30	$2,960,072	32,489	-12.0%	Shares	Sole	2025-07-21
2025-03-31	$3,097,654	36,934	-5.4%	Shares	Sole	2025-05-08
2024-12-31	$2,998,751	39,031	-0.4%	Shares	Sole	2025-01-30
2024-09-30	$2,816,983	39,201	-0.6%	Shares	Sole	2024-11-04
2024-06-30	$2,362,061	39,440	-1.4%	Shares	Sole	2024-07-25
2024-03-31	$2,304,281	39,991	-2.2%	Shares	Sole	2024-04-22
2023-12-31	$2,128,012	40,884	-7.2%	Shares	Sole	2024-02-07
2023-09-30	$1,878,903	44,054	-0.2%	Shares	Sole	2023-10-17
2023-06-30	$1,964,623	44,129	-7.2%	Shares	Sole	2023-08-02
2023-03-31	$2,160,626	47,549	-3.7%	Shares	Sole	2023-04-18
2022-12-31	$2,246,548	49,353	-7.0%	Shares	Sole	2023-01-12
2022-09-30	$2,043,986	53,063	-0.4%	Shares	Sole	2022-10-14
2022-06-30	$2,221,599	53,263	-2.9%	Shares	Sole	2022-07-18
2022-03-31	$2,722,354	54,853	-4.3%	Shares	Sole	2022-04-28
2021-12-31	$3,329,319	57,323	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.