Western Financial Corp/CA

Position in BNY — Bank of New York Mellon Corp

CIK 1954480 SAN DIEGO, CA

Position in BNY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,136,380

+$1,246,452 QoQ

Shares Held

42,434

+2.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#442

of 1,867 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $15,600,811 across 5 Banks - Diversified names. BNY ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	88,892	$7,346,034
2	BNY	Bank of New York Mellon Corp This page	42,434	$6,136,380
3	JPM	Jpmorgan Chase & Co	3,309	$1,083,134
4	C	Citigroup Inc	6,218	$870,271
5	SAN	Banco Santander, S.A.	11,956	$164,992

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,136,380	42,434	+2.9%	Shares	Sole	2026-07-22
2026-03-31	$4,889,928	41,220	+28.9%	Shares	Sole	2026-04-23
2025-12-31	$3,711,745	31,973	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$3,481,380	31,951	+24.7%	Shares	Sole	2025-10-21
2025-06-30	$2,333,873	25,616	+1.4%	Shares	Sole	2025-07-17
2025-03-31	$2,119,143	25,267	+467.3%	Shares	Sole	2025-04-23
2024-12-31	$342,200	4,454	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.