Alteri Wealth LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2054980 WESTLAKE VILLAGE, CA

Position in BNY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$759,202

+$117,889 QoQ

Shares Held

5,250

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,026

of 1,867 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $13,090,429 across 5 Banks - Diversified names. BNY ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,919	$5,210,766
2	BAC	Bank Of America Corp /De/	81,580	$4,648,428
3	C	Citigroup Inc	9,425	$1,319,123
4	WFC	Wells Fargo & Company/Mn	13,951	$1,152,910
5	BNY	Bank of New York Mellon Corp This page	5,250	$759,202

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,202	5,250	-2.9%	Shares	Sole	2026-07-29
2026-03-31	$641,313	5,406	+3.4%	Shares	Sole	2026-05-06
2025-12-31	$607,150	5,230	+7.7%	Shares	Sole	2026-02-11
2025-09-30	$528,891	4,854	+4.1%	Shares	Sole	2025-11-10
2025-06-30	$424,937	4,664	+44.0%	Shares	Sole	2025-08-11
2025-03-31	$271,654	3,239	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.