Envestnet Portfolio Solutions, Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1998033 BERWYN, PA

Position in BNY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,519,952

+$866,793 QoQ

Shares Held

24,341

+8.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#576

of 1,868 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. BNY ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,847	$53,959,368
2	BAC	Bank Of America Corp /De/	203,285	$11,583,179
3	WFC	Wells Fargo & Company/Mn	62,339	$5,151,694
4	C	Citigroup Inc	36,170	$5,062,353
5	BNY	Bank of New York Mellon Corp This page	24,341	$3,519,952
6	RY	Royal Bank Of Canada	5,717	$1,183,247
7	BCS	Barclays PLC	31,952	$858,230
8	SAN	Banco Santander, S.A.	48,751	$672,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,519,952	24,341	+8.8%	Shares	Sole	2026-07-20
2026-03-31	$2,653,159	22,365	-32.9%	Shares	Sole	2026-04-29
2025-12-31	$3,869,047	33,328	+7.6%	Shares	Sole	2026-02-06
2025-09-30	$3,374,927	30,974	-6.8%	Shares	Sole	2025-10-30
2025-06-30	$3,027,858	33,233	-28.6%	Shares	Sole	2025-07-25
2025-03-31	$3,902,051	46,525	-21.0%	Shares	Sole	2025-04-21
2024-12-31	$4,524,672	58,892	+15.4%	Shares	Sole	2025-02-10
2024-09-30	$3,666,943	51,029	-13.3%	Shares	Sole	2024-10-31
2024-06-30	$3,524,466	58,849	-14.9%	Shares	Sole	2024-07-16
2024-03-31	$3,982,752	69,121	+53.0%	Shares	Sole	2024-05-06
2023-12-31	$2,351,671	45,181	+9.1%	Shares	Sole	2024-02-07
2023-09-30	$1,765,880	41,404	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.