Williamson Legacy Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2011965 CARMEL, IN

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,839,005

+$367,044 QoQ

Shares Held

12,717

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#732

of 1,867 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Williamson Legacy Group, LLC holds $7,331,322 across 4 Banks - Diversified names. BNY ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	17,093	$2,392,336
2	TD	Toronto Dominion Bank	15,781	$1,916,286
3	BNY	Bank of New York Mellon Corp This page	12,717	$1,839,005
4	CM	Canadian Imperial Bank Of Commerce /Can/	10,293	$1,183,695

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,839,005	12,717	+2.5%	Shares	Sole	2026-08-13
2026-03-31	$1,471,961	12,408	+15.0%	Shares	Sole	2026-05-13
2025-12-31	$1,253,075	10,794	+1.6%	Shares	Sole	2026-02-09
2025-09-30	$1,157,917	10,627	+39.5%	Shares	Sole	2025-11-14
2025-06-30	$694,075	7,618	+122.3%	Shares	Sole	2025-08-13
2025-03-31	$287,422	3,427	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.