Balboa Wealth Partners

Position in BNY — Bank of New York Mellon Corp

CIK 1929008 SCOTTSDALE, AZ

Position in BNY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$446,121

+$74,098 QoQ

Shares Held

3,085

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,249

of 1,868 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balboa Wealth Partners holds $4,868,475 across 4 Banks - Diversified names. BNY ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,462	$3,424,526
2	C	Citigroup Inc	3,892	$544,724
3	BAC	Bank Of America Corp /De/	7,952	$453,104
4	BNY	Bank of New York Mellon Corp This page	3,085	$446,121

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,121	3,085	-1.6%	Shares	Sole	2026-08-10
2026-03-31	$372,023	3,136	-24.5%	Shares	Sole	2026-04-16
2025-12-31	$482,237	4,154	+31.5%	Shares	Sole	2026-01-16
2025-09-30	$344,095	3,158	+7.0%	Shares	Sole	2025-11-06
2025-06-30	$268,865	2,951	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.