ALTFEST L J & CO INC

Position in BNY — Bank of New York Mellon Corp

CIK 712050 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$858,549

+$187,460 QoQ

Shares Held

5,937

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#982

of 1,867 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. BNY ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,682	$6,115,179
2	C	Citigroup Inc	6,152	$861,033
3	BNY	Bank of New York Mellon Corp This page	5,937	$858,549
4	WFC	Wells Fargo & Company/Mn	7,808	$645,253
5	BAC	Bank Of America Corp /De/	7,678	$437,492
6	BMO	Bank Of Montreal /Can/	1,620	$286,254

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$858,549	5,937	+4.9%	Shares	Sole	2026-07-30
2026-03-31	$671,089	5,657	-0.4%	Shares	Sole	2026-04-28
2025-12-31	$659,507	5,681	+0.4%	Shares	Sole	2026-01-23
2025-09-30	$616,386	5,657	-2.4%	Shares	Sole	2025-10-21
2025-06-30	$528,073	5,796	+2.5%	Shares	Sole	2025-08-08
2025-03-31	$474,200	5,654	0.0%	Shares	Sole	2025-05-09
2024-12-31	$434,396	5,654	-3.3%	Shares	Sole	2025-02-07
2024-09-30	$420,021	5,845	+0.1%	Shares	Sole	2024-11-05
2024-06-30	$349,877	5,842	0.0%	Shares	Sole	2024-08-07
2024-03-31	$336,616	5,842	0.0%	Shares	Sole	2024-04-22
2023-12-31	$304,076	5,842	0.0%	Shares	Sole	2024-01-18
2023-09-30	$249,161	5,842	0.0%	Shares	Sole	2023-10-26
2023-06-30	$260,085	5,842	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$265,051	5,833	0.0%	Shares	Sole	2023-04-20
2022-12-31	$265,518	5,833	-18.8%	Shares	Sole	2023-02-02
2022-09-30	$276,804	7,186	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$299,227	7,174	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$355,549	7,164	+13.6%	Shares	Sole	2022-05-02
2021-12-31	$366,136	6,304	+0.1%	Shares	Sole	2022-01-24
2021-09-30	$326,384	6,296	+0.1%	Shares	Sole	2021-10-12
2021-06-30	$322,134	6,288	-3.5%	Shares	Sole	2021-07-28
2021-03-31	$308,283	6,519	0.0%	Shares	Sole	2021-05-07
2020-12-31	$276,666	6,519	0.0%	Shares	Sole	2021-01-21
2020-09-30	$223,862	6,519	-0.9%	Shares	Sole	2020-10-29
2020-06-30	$254,278	6,579	-4.8%	Shares	Sole	2020-07-21
2020-03-31	$232,863	6,914	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.