McGlone Suttner Wealth Management, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1964819
APPLETON, WI
Position in BNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,445,232
+$322,993 QoQ
Shares Held
9,994
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#805
of 1,868 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026McGlone Suttner Wealth Management, Inc. holds $8,363,712 across 5 Banks - Diversified names. BNY ranks #3 (17.3% of the industry book) .
All Filings in BNY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,232 | 9,994 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,122,239 | 9,460 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,040,166 | 8,960 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $887,152 | 8,142 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $805,503 | 8,841 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $684,463 | 8,161 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $544,263 | 7,084 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $479,306 | 6,670 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $293,760 | 4,905 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $340,246 | 5,905 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $255,305 | 4,905 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||