Provenance Wealth Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,156
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,853
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, 2026Provenance Wealth Advisors, LLC holds $810,590 across 7 Banks - Diversified names. BNY ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,459 | $477,574 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,953 | $282,221 | |
| 3 | C |
Citigroup Inc
|
186 | $26,032 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
135 | $11,156 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
327 | $6,504 | |
| 6 | UBS |
UBS Group AG
|
120 | $5,947 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
8 | $1,156 |
All Filings in BNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156 | 8 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||