SECURED RETIREMENT ADVISORS, LLC

Pension

Position in BNY — Bank of New York Mellon Corp

CIK 2012356 ST LOUIS PARK, MN

Position in BNY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,547,327

-$856,709 QoQ

Shares Held

10,700

-47.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#780

of 1,867 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SECURED RETIREMENT ADVISORS, LLC holds $4,849,914 across 3 Banks - Diversified names. BNY ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,363	$1,755,470
2	BNY	Bank of New York Mellon Corp This page	10,700	$1,547,327
3	C	Citigroup Inc	11,054	$1,547,117

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,547,327	10,700	-47.2%	Shares	Sole	2026-07-16
2026-03-31	$2,404,036	20,265	+1.4%	Shares	Sole	2026-04-24
2025-12-31	$2,320,755	19,991	+3.9%	Shares	Sole	2026-01-30
2025-09-30	$2,095,627	19,233	+13.2%	Shares	Sole	2025-10-15
2025-06-30	$1,547,685	16,987	+2.4%	Shares	Sole	2025-07-23
2025-03-31	$1,391,403	16,590	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.