FSM Wealth Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1942548 CLEVELAND, OH

Position in BNY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$304,548

+$42,613 QoQ

Shares Held

2,106

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,422

of 1,868 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $8,989,137 across 5 Banks - Diversified names. BNY ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,592	$5,103,729
2	BAC	Bank Of America Corp /De/	38,558	$2,197,034
3	WFC	Wells Fargo & Company/Mn	8,936	$738,471
4	C	Citigroup Inc	4,611	$645,355
5	BNY	Bank of New York Mellon Corp This page	2,106	$304,548

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,548	2,106	-4.6%	Shares	Sole	2026-07-15
2026-03-31	$261,935	2,208	+5.6%	Shares	Sole	2026-04-27
2025-12-31	$242,628	2,090	+2.3%	Shares	Sole	2026-01-23
2025-09-30	$222,714	2,044	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.