Forum Financial Management, LP

Position in BNY — Bank of New York Mellon Corp

CIK 1911832 LOMBARD, IL

Position in BNY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,354,706

+$258,921 QoQ

Shares Held

9,368

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#819

of 1,868 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $15,591,874 across 5 Banks - Diversified names. BNY ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,013	$11,460,804
2	BNY	Bank of New York Mellon Corp This page	9,368	$1,354,706
3	WFC	Wells Fargo & Company/Mn	16,241	$1,342,156
4	BAC	Bank Of America Corp /De/	13,417	$764,500
5	C	Citigroup Inc	4,785	$669,708

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,354,706	9,368	+1.4%	Shares	Sole	2026-07-23
2026-03-31	$1,095,785	9,237	-58.5%	Shares	Sole	2026-04-23
2025-12-31	$2,584,743	22,265	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$2,430,134	22,303	+6.4%	Shares	Sole	2025-10-24
2025-06-30	$1,909,027	20,953	+2.2%	Shares	Sole	2025-07-30
2025-03-31	$1,719,251	20,499	-9.2%	Shares	Sole	2025-05-02
2024-09-30	$1,621,520	22,565	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$1,354,112	22,610	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$1,305,323	22,654	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$1,175,236	22,579	+0.0%	Shares	Sole	2024-02-07
2023-09-30	$962,951	22,578	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$1,004,237	22,557	+3.1%	Shares	Sole	2023-07-26
2023-03-31	$994,499	21,886	-1.3%	Shares	Sole	2023-04-19
2022-12-31	$1,009,178	22,170	-0.2%	Shares	Sole	2023-01-24
2022-09-30	$855,490	22,209	0.0%	Shares	Sole	2022-11-07
2022-06-30	$926,337	22,209	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$1,086,202	21,886	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,271,138	21,886	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.