Yoffe Investment Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2056336 LEMOYNE, PA

Position in BNY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,475,022

+$264,996 QoQ

Shares Held

10,200

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#793

of 1,868 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Yoffe Investment Management, LLC holds $4,083,734 across 4 Banks - Diversified names. BNY ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,574	$1,824,537
2	BNY	Bank of New York Mellon Corp This page	10,200	$1,475,022
3	C	Citigroup Inc	3,334	$466,626
4	BAC	Bank Of America Corp /De/	5,573	$317,549

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,475,022	10,200	0.0%	Shares	Sole	2026-07-10
2026-03-31	$1,210,026	10,200	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,184,118	10,200	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,111,392	10,200	0.0%	Shares	Sole	2025-10-24
2025-06-30	$929,322	10,200	0.0%	Shares	Sole	2025-07-29
2025-03-31	$855,474	10,200	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.