Smallwood Wealth Investment Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1921304
RED BANK, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$108,746
+$17,401 QoQ
Shares Held
752
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,663
of 1,868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $1,062,299 across 5 Banks - Diversified names. BNY ranks #2 (10.2% of the industry book) .
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,746 | 752 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $91,345 | 770 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,389 | 770 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $81,937 | 752 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $67,148 | 737 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $61,812 | 737 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||