W ADVISORS, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1929907 Germantown, TN

Position in BNY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$353,426

+$63,495 QoQ

Shares Held

2,444

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,354

of 1,867 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W ADVISORS, LLC holds $3,827,463 across 5 Banks - Diversified names. BNY ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,746	$2,535,497
2	BAC	Bank Of America Corp /De/	7,285	$415,098
3	BNY	Bank of New York Mellon Corp This page	2,444	$353,426
4	C	Citigroup Inc	2,079	$290,976
5	WFC	Wells Fargo & Company/Mn	2,813	$232,466

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,426	2,444	0.0%	Shares	Other	2026-07-31
2026-03-31	$289,931	2,444	-0.3%	Shares	Other	2026-04-29
2025-12-31	$284,536	2,451	+0.3%	Shares	Other	2026-02-13
2025-09-30	$266,189	2,443	+0.2%	Shares	Other	2025-11-14
2025-06-30	$222,217	2,439	-3.7%	Shares	Other	2025-08-07
2025-03-31	$212,526	2,534	—	Shares	Other	2025-05-13
No filing history on record for this holder in this stock.