Position in BNY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$472,730
+$115,180 QoQ
Shares Held
3,269
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,225
of 1,867 holders
Holding Since
Dec 2025
3 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, 2026EVERPAR ADVISORS LLC holds $14,983,958 across 6 Banks - Diversified names. BNY ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,866 | $11,412,687 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,405 | $1,162,676 | |
| 3 | C |
Citigroup Inc
|
5,840 | $817,366 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,288 | $767,560 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,269 | $472,730 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,644 | $350,939 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,730 | 3,269 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $357,550 | 3,014 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $293,243 | 2,526 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||