Beverly Hills Private Wealth, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1965710 BEVERLY HILLS, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,853,176

-$396,760 QoQ

Shares Held

12,815

-32.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#731

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

Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names. BNY ranks #2 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,307	$13,521,019
2	BNY	Bank of New York Mellon Corp This page	12,815	$1,853,176
3	BAC	Bank Of America Corp /De/	19,608	$1,117,263
4	C	Citigroup Inc	5,164	$722,753
5	UBS	UBS Group AG	12,543	$621,630

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,853,176	12,815	-32.4%	Shares	Other	2026-08-07
2026-03-31	$2,249,936	18,966	+3.3%	Shares	Defined	2026-05-04
2025-12-31	$2,130,715	18,354	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$2,011,183	18,458	-20.9%	Shares	Sole	2025-11-10
2025-06-30	$2,127,326	23,349	+25.9%	Shares	Defined	2025-07-29
2025-03-31	$1,555,200	18,543	+1.7%	Shares	Defined	2025-04-30
2024-12-31	$1,400,380	18,227	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$1,291,107	17,967	-3.9%	Shares	Sole	2024-11-12
2024-06-30	$1,119,583	18,694	+61.4%	Shares	Sole	2024-08-08
2024-03-31	$667,411	11,583	+131.2%	Shares	Sole	2024-05-09
2023-12-31	$260,822	5,011	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.