Optivise Advisory Services LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2042876 FRANKLIN, TN

Position in BNY

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

Position Value

$380,324

+$112,221 QoQ

Shares Held

2,630

+16.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,323

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

Optivise Advisory Services LLC holds $2,748,437 across 5 Banks - Diversified names. BNY ranks #5 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,142	$1,028,470
2	BAC	Bank Of America Corp /De/	7,948	$452,877
3	C	Citigroup Inc	3,197	$447,452
4	WFC	Wells Fargo & Company/Mn	5,316	$439,314
5	BNY	Bank of New York Mellon Corp This page	2,630	$380,324

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,324	2,630	+16.4%	Shares	Sole	2026-07-13
2026-03-31	$268,103	2,260	-18.1%	Shares	Sole	2026-04-15
2025-12-31	$320,292	2,759	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.