Wealth Management Associates, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 2067339
Cherry Hill, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$372,804
+$66,976 QoQ
Shares Held
2,578
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,335
of 1,868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. BNY ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,631 | $2,825,185 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,744 | $1,922,733 | |
| 3 | C |
Citigroup Inc
|
6,716 | $939,971 | |
| 4 | TD |
Toronto Dominion Bank
|
5,279 | $641,028 | |
| 5 | BNY |
Bank of New York Mellon Corp
This page
|
2,578 | $372,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,428 | $365,929 |
All Filings in BNY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,804 | 2,578 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $305,828 | 2,578 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $299,280 | 2,578 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $286,346 | 2,628 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $227,592 | 2,498 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $209,507 | 2,498 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||