SUMMIT WEALTH GROUP LLC / CO
Position in BNY — Bank of New York Mellon Corp
CIK 2081278
COLORADO SPRINGS, CO
Position in BNY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$414,452
New position
Shares Held
2,866
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,278
of 1,868 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,063,745 across 6 Banks - Diversified names. BNY ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,743 | $1,879,856 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
8,613 | $711,778 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,976 | $454,472 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
2,866 | $414,452 | |
| 5 | C |
Citigroup Inc
|
2,743 | $383,910 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,306 | $219,277 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,452 | 2,866 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||