JMN Financial LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2113267 NEW ALBANY, OH

Position in BNY

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

Position Value

$492,830

+$97,555 QoQ

Shares Held

3,408

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,202

of 1,867 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JMN Financial LLC holds $2,486,615 across 4 Banks - Diversified names. BNY ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAN	Banco Santander, S.A.	67,021	$924,889
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	25,020	$627,001
3	BNY	Bank of New York Mellon Corp This page	3,408	$492,830
4	JPM	Jpmorgan Chase & Co	1,350	$441,895

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,830	3,408	+2.3%	Shares	Sole	2026-08-10
2026-03-31	$395,275	3,332	+32.1%	Shares	Sole	2026-05-15
2025-12-31	$292,895	2,523	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.