Cascade Financial Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2021208 SAN DIEGO, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,826,547

+$488,232 QoQ

Shares Held

19,546

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#630

of 1,868 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cascade Financial Partners, LLC holds $5,522,004 across 5 Banks - Diversified names. BNY ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp This page	19,546	$2,826,547
2	JPM	Jpmorgan Chase & Co	3,916	$1,281,824
3	BAC	Bank Of America Corp /De/	12,531	$714,016
4	WFC	Wells Fargo & Company/Mn	5,375	$444,190
5	C	Citigroup Inc	1,825	$255,427

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,826,547	19,546	-0.8%	Shares	Sole	2026-08-04
2026-03-31	$2,338,315	19,711	0.0%	Shares	Sole	2026-05-12
2025-12-31	$2,288,249	19,711	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.