Everhart Financial Group, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1852858
Dublin, OH
Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$436,866
+$8,494 QoQ
Shares Held
3,021
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,258
of 1,868 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Everhart Financial Group, Inc. holds $14,891,173 across 7 Banks - Diversified names. BNY ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,883 | $9,126,942 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,011 | $2,507,746 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,180 | $1,915,595 | |
| 4 | C |
Citigroup Inc
|
3,470 | $485,661 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,021 | $436,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,255 | $214,427 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,778 | $203,936 |
All Filings in BNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,866 | 3,021 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $428,372 | 3,611 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $352,333 | 3,035 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $308,029 | 2,827 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||