Cyndeo Wealth Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1950947 ST. PETERSBURG, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$746,766

+$257,655 QoQ

Shares Held

5,164

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,031

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. BNY ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,465	$25,356,618
2	BAC	Bank Of America Corp /De/	34,103	$1,943,188
3	TD	Toronto Dominion Bank	14,480	$1,758,306
4	WFC	Wells Fargo & Company/Mn	14,362	$1,186,875
5	C	Citigroup Inc	6,144	$859,914
6	BNY	Bank of New York Mellon Corp This page	5,164	$746,766

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,766	5,164	+25.2%	Shares	Sole	2026-07-21
2026-03-31	$489,111	4,123	-9.8%	Shares	Sole	2026-04-13
2025-12-31	$530,879	4,573	0.0%	Shares	Sole	2026-01-07
2025-09-30	$498,274	4,573	-17.9%	Shares	Sole	2025-10-10
2025-06-30	$507,756	5,573	-2.1%	Shares	Sole	2025-07-24
2025-03-31	$477,220	5,690	+0.7%	Shares	Sole	2025-04-17
2024-12-31	$433,935	5,648	-0.9%	Shares	Sole	2025-01-21
2024-09-30	$409,673	5,701	+5.2%	Shares	Sole	2024-10-18
2024-06-30	$324,543	5,419	+20.9%	Shares	Sole	2024-07-30
2024-03-31	$258,368	4,484	-6.7%	Shares	Sole	2024-04-17
2023-12-31	$250,256	4,808	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.