Joseph Group Capital Management

Position in BNY — Bank of New York Mellon Corp

CIK 1910383 COLUMBUS, OH

Position in BNY

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

Position Value

$41,936

+$16,787 QoQ

Shares Held

290

+36.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,721

of 1,868 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joseph Group Capital Management holds $8,312,938 across 5 Banks - Diversified names. BNY ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,543	$8,033,660
2	C	Citigroup Inc	713	$99,791
3	BAC	Bank Of America Corp /De/	1,554	$88,546
4	WFC	Wells Fargo & Company/Mn	593	$49,005
5	BNY	Bank of New York Mellon Corp This page	290	$41,936

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,936	290	+36.8%	Shares	Sole	2026-08-06
2026-03-31	$25,149	212	+133.0%	Shares	Sole	2026-05-08
2025-12-31	$10,564	91	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.