Portfolio Design Labs, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2010278 ENCINO, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$628,041

+$110,933 QoQ

Shares Held

4,343

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,096

of 1,868 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $13,486,366 across 5 Banks - Diversified names. BNY ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,613	$6,092,593
2	BAC	Bank Of America Corp /De/	49,622	$2,827,461
3	WFC	Wells Fargo & Company/Mn	28,877	$2,386,395
4	C	Citigroup Inc	11,088	$1,551,876
5	BNY	Bank of New York Mellon Corp This page	4,343	$628,041

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,041	4,343	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$517,108	4,359	+84.7%	Shares	Sole	2026-05-11
2025-12-31	$273,972	2,360	0.0%	Shares	Sole	2026-02-11
2025-09-30	$257,145	2,360	-23.7%	Shares	Sole	2025-11-12
2025-06-30	$281,712	3,092	-19.7%	Shares	Sole	2025-08-13
2025-03-31	$322,815	3,849	+16.0%	Shares	Sole	2025-05-14
2024-12-31	$254,998	3,319	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.