ALLEN WEALTH MANAGEMENT, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2012003 Boone, NC

Position in BNY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,170,885

+$99,962 QoQ

Shares Held

15,012

-14.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#702

of 1,867 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALLEN WEALTH MANAGEMENT, LLC holds $6,594,963 across 4 Banks - Diversified names. BNY ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	21,837	$3,056,306
2	BNY	Bank of New York Mellon Corp This page	15,012	$2,170,885
3	JPM	Jpmorgan Chase & Co	2,767	$905,722
4	BAC	Bank Of America Corp /De/	8,109	$462,050

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,170,885	15,012	-14.0%	Shares	Sole	2026-07-24
2026-03-31	$2,070,923	17,457	-6.3%	Shares	Sole	2026-05-08
2025-12-31	$2,162,408	18,627	-12.7%	Shares	Sole	2026-01-23
2025-09-30	$2,325,097	21,339	-8.8%	Shares	Sole	2025-10-22
2025-06-30	$2,131,518	23,395	-1.6%	Shares	Sole	2025-07-24
2025-03-31	$1,993,757	23,772	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,826,325	23,771	-5.9%	Shares	Sole	2025-02-12
2024-09-30	$1,814,680	25,253	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$1,514,917	25,295	-1.4%	Shares	Sole	2024-07-19
2024-03-31	$1,478,241	25,655	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$1,329,304	25,539	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.