Merit Financial Group, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1621225 ALPHARETTA, GA

Position in BNY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,359,811

+$2,567,382 QoQ

Shares Held

85,470

+3.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#330

of 1,868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. BNY ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	245,022	$80,203,044
2	BAC	Bank Of America Corp /De/	303,228	$17,277,925
3	C	Citigroup Inc	107,884	$15,099,439
4	BNY	Bank of New York Mellon Corp This page	85,470	$12,359,811
5	WFC	Wells Fargo & Company/Mn	137,030	$11,324,153
6	RY	Royal Bank Of Canada	54,093	$11,195,626
7	BCS	Barclays PLC	66,685	$1,791,157
8	HSBC	Hsbc Holdings PLC	17,681	$1,681,284

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,359,811	85,470	+3.5%	Shares	Other	2026-07-20
2026-03-31	$9,792,429	82,546	+15.9%	Shares	Other	2026-04-15
2025-12-31	$8,267,461	71,216	+13.1%	Shares	Other	2026-01-26
2025-09-30	$6,859,137	62,951	+2.8%	Shares	Other	2025-11-07
2025-06-30	$5,580,943	61,255	+360.7%	Shares	Sole	2025-07-22
2025-03-31	$1,115,135	13,296	+89.0%	Shares	Sole	2025-04-09
2024-12-31	$540,422	7,034	+134.2%	Shares	Sole	2025-01-15
2024-09-30	$215,867	3,004	-38.3%	Shares	Sole	2024-10-17
2024-06-30	$291,664	4,870	+4.9%	Shares	Sole	2024-08-13
2024-03-31	$267,414	4,641	+10.4%	Shares	Sole	2024-05-06
2023-12-31	$218,714	4,202	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.