Premier Path Wealth Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1999925 MADISON, NJ

Position in BNY

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,321,091

+$833,369 QoQ

Shares Held

29,881

+1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#517

of 1,878 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. BNY ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,243	$9,572,111
2	BNY	Bank of New York Mellon Corp This page	29,881	$4,321,091
3	BAC	Bank Of America Corp /De/	66,237	$3,774,184
4	C	Citigroup Inc	21,885	$3,063,024
5	WFC	Wells Fargo & Company/Mn	28,987	$2,395,485
6	TD	Toronto Dominion Bank	2,641	$320,696
7	MUFG	Mitsubishi Ufj Financial Group Inc	10,106	$201,008

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,321,091	29,881	+1.6%	Shares	Sole	2026-07-21
2026-03-31	$3,487,722	29,400	+4.9%	Shares	Sole	2026-04-23
2025-12-31	$3,254,815	28,037	+16.8%	Shares	Sole	2026-01-22
2025-09-30	$2,614,822	23,998	+0.3%	Shares	Sole	2025-11-04
2025-06-30	$2,180,717	23,935	+3.1%	Shares	Sole	2025-08-04
2025-03-31	$1,946,958	23,214	+0.7%	Shares	Sole	2025-04-21
2024-12-31	$1,770,470	23,044	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$1,633,018	22,725	-46.4%	Shares	Sole	2024-10-15
2024-06-30	$2,538,497	42,386	+1.0%	Shares	Sole	2024-07-24
2024-03-31	$2,418,714	41,977	-0.1%	Shares	Sole	2024-04-24
2023-12-31	$2,187,036	42,018	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.