Quest 10 Wealth Builders, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 2035215
Fuquay-Varina, VA
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,547
+$12,098 QoQ
Shares Held
557
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,688
of 1,878 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Quest 10 Wealth Builders, Inc. holds $647,928 across 6 Banks - Diversified names. BNY ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
897 | $293,615 | |
| 2 | C |
Citigroup Inc
|
772 | $108,049 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
557 | $80,547 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,405 | $80,056 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
832 | $68,756 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
147 | $16,905 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,547 | 557 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $68,449 | 577 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,973 | 508 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $58,075 | 533 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $46,283 | 508 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $43,947 | 524 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $45,405 | 591 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||