PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in BNY — Bank of New York Mellon Corp

CIK 2145782 WALTHAM, MA

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$40,346

+$7,249 QoQ

Shares Held

279

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,727

of 1,868 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,859,291 across 6 Banks - Diversified names. BNY ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,105	$1,016,359
2	C	Citigroup Inc	6,851	$958,865
3	BAC	Bank Of America Corp /De/	14,019	$798,802
4	WFC	Wells Fargo & Company/Mn	516	$42,642
5	BNY	Bank of New York Mellon Corp This page	279	$40,346
6	SAN	Banco Santander, S.A.	165	$2,277

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,346	279	0.0%	Shares	Sole	2026-08-07
2026-03-31	$33,097	279	0.0%	Shares	Sole	2026-08-07
2025-12-31	$32,389	279	0.0%	Shares	Sole	2026-08-07
2025-09-30	$30,399	279	-69.6%	Shares	Sole	2026-08-07
2025-06-30	$83,638	918	+0.4%	Shares	Sole	2026-08-07
2025-03-31	$76,657	914	-52.3%	Shares	Sole	2026-08-07
2024-12-31	$147,359	1,918	+0.5%	Shares	Sole	2026-08-07
2024-09-30	$137,108	1,908	-33.6%	Shares	Sole	2026-08-07
2024-06-30	$172,183	2,875	+18.7%	Shares	Sole	2026-08-07
2024-03-31	$139,613	2,423	+768.5%	Shares	Sole	2026-08-07
2023-12-31	$14,521	279	0.0%	Shares	Sole	2026-08-07
2023-09-30	$11,899	279	0.0%	Shares	Sole	2026-08-07
2023-06-30	$12,421	279	0.0%	Shares	Sole	2026-08-07
2023-03-31	$12,677	279	0.0%	Shares	Sole	2026-08-07
2022-12-31	$12,700	279	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.