Turtle Creek Wealth Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2007171 DALLAS, TX

Position in BNY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$804,320

+$165,854 QoQ

Shares Held

5,562

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,006

of 1,867 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $34,611,135 across 5 Banks - Diversified names. BNY ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	81,865	$26,796,870
2	BAC	Bank Of America Corp /De/	60,690	$3,458,116
3	C	Citigroup Inc	16,833	$2,355,946
4	WFC	Wells Fargo & Company/Mn	14,471	$1,195,883
5	BNY	Bank of New York Mellon Corp This page	5,562	$804,320

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,320	5,562	+3.3%	Shares	Sole	2026-07-27
2026-03-31	$638,466	5,382	+5.0%	Shares	Sole	2026-04-27
2025-12-31	$595,309	5,128	+33.1%	Shares	Sole	2026-01-28
2025-09-30	$419,931	3,854	+34.1%	Shares	Sole	2025-10-29
2025-06-30	$261,759	2,873	+108.3%	Shares	Sole	2025-07-28
2023-12-31	$71,776	1,379	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.