Stronghold Wealth Management L.L.C.
Position in BNY — Bank of New York Mellon Corp
CIK 2107257
TAMPA, FL
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$507,002
+$42,092 QoQ
Shares Held
3,506
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,191
of 1,868 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Stronghold Wealth Management L.L.C. holds $2,722,783 across 6 Banks - Diversified names. BNY ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,716 | $889,027 | |
| 2 | BNY |
Bank of New York Mellon Corp
This page
|
3,506 | $507,002 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,070 | $402,847 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,395 | $363,202 | |
| 5 | C |
Citigroup Inc
|
2,525 | $353,397 | |
| 6 | UBS |
UBS Group AG
|
4,183 | $207,308 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,002 | 3,506 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $464,910 | 3,919 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $456,233 | 3,930 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||