Bruce G. Allen Investments, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2005409 DENVER, CO

Position in BNY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$629,487

+$103,957 QoQ

Shares Held

4,353

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,092

of 1,864 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. BNY ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp This page	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,487	4,353	-1.7%	Shares	Sole	2026-07-31
2026-03-31	$525,530	4,430	-3.1%	Shares	Sole	2026-05-08
2025-12-31	$530,995	4,574	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$499,363	4,583	+1.1%	Shares	Sole	2025-10-30
2025-06-30	$413,183	4,535	+3.9%	Shares	Sole	2025-07-09
2025-03-31	$366,176	4,366	+2.1%	Shares	Sole	2025-04-14
2024-12-31	$328,678	4,278	+6.4%	Shares	Sole	2025-01-10
2024-09-30	$289,020	4,022	-3.9%	Shares	Sole	2024-10-08
2024-06-30	$250,759	4,187	-4.5%	Shares	Sole	2024-07-12
2024-03-31	$252,663	4,385	-0.1%	Shares	Sole	2024-04-10
2023-12-31	$228,499	4,390	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.