EverSource Wealth Advisors, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1710537
BIRMINGHAM, AL
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$978,425
+$48,728 QoQ
Shares Held
6,766
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#937
of 1,868 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. BNY ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in BNY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,425 | 6,766 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $929,697 | 7,837 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $657,529 | 5,664 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $535,210 | 4,912 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $404,344 | 4,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $265,446 | 3,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $99,491 | 1,295 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $74,444 | 1,036 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $61,385 | 1,025 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $57,962 | 1,006 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $51,111 | 982 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,857 | 958 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $41,490 | 932 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $41,077 | 904 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,326 | 820 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,516 | 948 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,678 | 280 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,114 | 365 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,191 | 296 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||