Fortitude Family Office, LLC

Family Office

Position in BNY — Bank of New York Mellon Corp

CIK 1950506 SCOTTSDALE, AZ

Position in BNY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$99,925

+$19,969 QoQ

Shares Held

691

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,669

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $2,455,949 across 11 Banks - Diversified names. BNY ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,600	$1,178,388
2	C	Citigroup Inc	4,054	$567,397
3	BAC	Bank Of America Corp /De/	7,431	$423,418
4	WFC	Wells Fargo & Company/Mn	1,676	$138,504
5	BNY	Bank of New York Mellon Corp This page	691	$99,925
6	HSBC	Hsbc Holdings PLC	169	$16,070
7	NTB	Bank of N.T. Butterfield & Son Ltd	177	$10,531
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	357	$8,946

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,925	691	+2.5%	Shares	Sole	2026-07-20
2026-03-31	$79,956	674	+8.4%	Shares	Sole	2026-04-16
2025-12-31	$72,207	622	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$67,664	621	0.0%	Shares	Sole	2025-10-17
2025-06-30	$56,579	621	-8.4%	Shares	Sole	2025-07-15
2025-03-31	$56,863	678	-23.9%	Shares	Sole	2025-04-16
2024-12-31	$68,455	891	+45.8%	Shares	Sole	2025-01-10
2024-09-30	$43,906	611	+130.6%	Shares	Sole	2024-10-25
2024-06-30	$15,870	265	+69.9%	Shares	Sole	2024-07-10
2024-03-31	$8,988	156	0.0%	Shares	Sole	2024-04-11
2023-12-31	$8,119	156	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.