McKinley Carter Wealth Services, Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1484265 WHEELING, WV

Position in BNY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,113,698

+$914,552 QoQ

Shares Held

35,362

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#474

of 1,868 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

McKinley Carter Wealth Services, Inc. holds $20,818,543 across 4 Banks - Diversified names. BNY ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,301	$7,627,116
2	C	Citigroup Inc	43,040	$6,023,878
3	BNY	Bank of New York Mellon Corp This page	35,362	$5,113,698
4	WFC	Wells Fargo & Company/Mn	24,853	$2,053,851

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,113,698	35,362	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$4,199,146	35,397	-0.1%	Shares	Sole	2026-04-20
2025-12-31	$4,112,372	35,424	-0.9%	Shares	Sole	2026-02-06
2025-09-30	$3,896,191	35,758	-2.8%	Shares	Sole	2025-11-04
2025-06-30	$3,350,205	36,771	+13.2%	Shares	Sole	2025-07-24
2025-03-31	$2,723,845	32,477	+5.6%	Shares	Sole	2025-04-15
2024-12-31	$2,363,674	30,765	+1.2%	Shares	Sole	2025-01-23
2024-09-30	$2,185,478	30,413	+758.6%	Shares	Sole	2024-10-16
2024-06-30	$212,130	3,542	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$203,110	3,525	-13.8%	Shares	Sole	2024-04-26
2021-12-31	$237,547	4,090	-10.9%	Shares	Sole	2022-02-07
2021-09-30	$237,945	4,590	+11.0%	Shares	Sole	2021-11-03
2021-06-30	$211,887	4,136	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.