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Walsh & Associates, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2135144 SARASOTA, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$29,211
+$5,248 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,750
of 1,867 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, 2026

Walsh & Associates, LLC holds $962,968 across 4 Banks - Diversified names. BNY ranks #3 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BNY
Bank of New York Mellon Corp
This page
202 $29,211

All Filings in BNY

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,211 202
2026-03-31 $23,963 202
2025-12-31 $23,450 202