Maia Wealth LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2010858 DENVER, CO

Position in BNY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$333,615

-$22,749 QoQ

Shares Held

2,307

-23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,379

of 1,867 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maia Wealth LLC holds $6,350,624 across 5 Banks - Diversified names. BNY ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,231	$4,658,233
2	BAC	Bank Of America Corp /De/	13,181	$751,053
3	WFC	Wells Fargo & Company/Mn	4,827	$398,903
4	BNY	Bank of New York Mellon Corp This page	2,307	$333,615
5	C	Citigroup Inc	1,492	$208,820

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,615	2,307	-23.2%	Shares	Sole	2026-07-28
2026-03-31	$356,364	3,004	-1.5%	Shares	Sole	2026-05-08
2025-12-31	$353,958	3,049	+3.0%	Shares	Sole	2026-02-17
2025-09-30	$322,412	2,959	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$272,601	2,992	-19.5%	Shares	Sole	2025-08-13
2025-03-31	$311,912	3,719	+7.4%	Shares	Sole	2025-05-12
2024-12-31	$266,062	3,463	+30.9%	Shares	Sole	2025-02-05
2024-09-30	$190,141	2,646	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.