FSB PREMIER WEALTH MANAGEMENT, INC.
Position in BNY — Bank of New York Mellon Corp
CIK 887748
WATERLOO, IA
Position in BNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,416,577
+$15,981 QoQ
Shares Held
16,711
-17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#667
of 1,868 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $11,522,346 across 5 Banks - Diversified names. BNY ranks #3 (21.0% of the industry book) .
All Filings in BNY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,416,577 | 16,711 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,400,596 | 20,236 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,286,973 | 19,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,966,292 | 18,046 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,522,721 | 16,713 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,175,018 | 14,010 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $966,290 | 12,577 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $779,537 | 10,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $519,126 | 8,668 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $333,965 | 5,796 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $234,381 | 4,503 | Shares | Sole | 2024-02-09 | |
| 2021-12-31 | $108,144 | 1,862 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||