Commonwealth Retirement Investments LLC

Pension

Position in BNY — Bank of New York Mellon Corp

CIK 1963787 RICHMOND, VA

Position in BNY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,445,810

+$247,292 QoQ

Shares Held

9,998

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#803

of 1,867 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $9,227,956 across 8 Banks - Diversified names. BNY ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,201	$7,594,383
2	BNY	Bank of New York Mellon Corp This page	9,998	$1,445,810
3	BAC	Bank Of America Corp /De/	1,090	$62,108
4	WFC	Wells Fargo & Company/Mn	429	$35,452
5	BCS	Barclays PLC	1,010	$27,128
6	BMO	Bank Of Montreal /Can/	139	$24,561
7	RY	Royal Bank Of Canada	109	$22,559
8	C	Citigroup Inc	114	$15,955

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,445,810	9,998	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$1,198,518	10,103	-4.5%	Shares	Sole	2026-05-11
2025-12-31	$1,228,232	10,580	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$1,164,782	10,690	-5.7%	Shares	Sole	2025-11-04
2025-06-30	$1,032,914	11,337	-4.4%	Shares	Sole	2025-08-05
2025-03-31	$994,949	11,863	-1.4%	Shares	Sole	2025-05-09
2024-12-31	$923,957	12,026	-0.0%	Shares	Sole	2025-02-04
2024-09-30	$864,475	12,030	-5.5%	Shares	Sole	2024-11-05
2024-06-30	$762,399	12,730	-54.8%	Shares	Sole	2024-08-05
2024-03-31	$1,622,060	28,151	+1.4%	Shares	Sole	2024-05-03
2023-12-31	$1,444,751	27,757	+0.8%	Shares	Sole	2024-01-24
2023-09-30	$1,174,410	27,536	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.