BKM Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2007263 BROOKFIELD, WI

Position in BNY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$261,599

+$27,898 QoQ

Shares Held

1,809

-8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,498

of 1,867 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BKM Wealth Management, LLC holds $9,800,316 across 5 Banks - Diversified names. BNY ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,960	$6,860,836
2	C	Citigroup Inc	10,499	$1,469,440
3	BCS	Barclays PLC	34,269	$920,465
4	BAC	Bank Of America Corp /De/	5,054	$287,976
5	BNY	Bank of New York Mellon Corp This page	1,809	$261,599

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,599	1,809	-8.2%	Shares	Sole	2026-07-29
2026-03-31	$233,701	1,970	+4.9%	Shares	Sole	2026-04-22
2025-12-31	$218,017	1,878	-0.5%	Shares	Sole	2026-01-29
2025-09-30	$205,607	1,887	+20.6%	Shares	Sole	2025-10-23
2023-12-31	$81,458	1,565	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.