Modern Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2001900 KANSAS CITY, MO

Position in BNY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$533,898

+$229,733 QoQ

Shares Held

3,692

+44.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,171

of 1,867 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. BNY ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	189,020	$61,871,914
2	BAC	Bank Of America Corp /De/	97,013	$5,527,798
3	C	Citigroup Inc	25,247	$3,533,567
4	WFC	Wells Fargo & Company/Mn	34,836	$2,878,843
5	RY	Royal Bank Of Canada	4,360	$902,387
6	BNY	Bank of New York Mellon Corp This page	3,692	$533,898
7	BMO	Bank Of Montreal /Can/	2,911	$514,373
8	HSBC	Hsbc Holdings PLC	5,372	$510,820

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,898	3,692	+44.0%	Shares	Other	2026-08-14
2026-03-31	$304,165	2,564	-1.4%	Shares	Other	2026-05-14
2025-12-31	$301,832	2,600	-33.0%	Shares	Other	2026-02-17
2025-09-30	$422,762	3,880	-30.9%	Shares	Other	2025-11-12
2025-06-30	$511,489	5,614	-16.5%	Shares	Sole	2025-11-12
2025-03-31	$563,771	6,722	-0.8%	Shares	Other	2025-06-02
2024-12-31	$520,444	6,774	+16.2%	Shares	Other	2025-05-30
2024-09-30	$419,086	5,832	+0.6%	Shares	Other	2025-05-30
2024-06-30	$347,121	5,796	+0.1%	Shares	Other	2025-05-29
2024-03-31	$333,675	5,791	-1.1%	Shares	Other	2025-05-29
2023-12-31	$304,804	5,856	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.