SILVERLAKE WEALTH MANAGEMENT LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1966026 WILLISTON, VT

Position in BNY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$968,453

+$95,218 QoQ

Shares Held

6,697

-9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#942

of 1,868 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. BNY ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	31,050	$1,769,229
2	JPM	Jpmorgan Chase & Co	4,825	$1,579,367
3	TD	Toronto Dominion Bank	11,400	$1,384,302
4	BNY	Bank of New York Mellon Corp This page	6,697	$968,453
5	C	Citigroup Inc	5,365	$750,885
6	BMO	Bank Of Montreal /Can/	3,875	$684,712
7	BNS	Bank Of Nova Scotia	7,126	$618,821
8	WFC	Wells Fargo & Company/Mn	5,866	$484,766

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$968,453	6,697	-9.0%	Shares	Sole	2026-08-06
2026-03-31	$873,235	7,361	-4.4%	Shares	Sole	2026-04-15
2025-12-31	$893,776	7,699	-21.9%	Shares	Sole	2026-01-09
2025-09-30	$1,074,345	9,860	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$897,706	9,853	-0.3%	Shares	Sole	2025-08-25
2025-03-31	$828,803	9,882	-2.7%	Shares	Sole	2025-04-30
2024-12-31	$780,439	10,158	+0.0%	Shares	Sole	2025-01-27
2024-09-30	$729,882	10,157	-0.4%	Shares	Sole	2024-10-10
2024-06-30	$610,638	10,196	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.