EVOLUTION WEALTH MANAGEMENT INC.

Position in BNY — Bank of New York Mellon Corp

CIK 2010029 FORT MYERS, FL

Position in BNY

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

Position Value

$4,338

+$1,135 QoQ

Shares Held

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,824

of 1,867 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $1,022,394 across 5 Banks - Diversified names. BNY ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	9,544	$543,817
2	JPM	Jpmorgan Chase & Co	1,320	$432,075
3	C	Citigroup Inc	169	$23,653
4	WFC	Wells Fargo & Company/Mn	224	$18,511
5	BNY	Bank of New York Mellon Corp This page	30	$4,338

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,338	30	+11.1%	Shares	Sole	2026-07-21
2026-03-31	$3,203	27	-80.6%	Shares	Sole	2026-04-27
2025-12-31	$16,136	139	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.