EFG
BNY

Everhart Financial Group’s Bank of New York Mellon BNY Stock Holding History

Everhart Financial Group’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Sell
3,021
-590
-16% -$80.7K 0.03% 297
2026
Q1 		$428K Buy
3,611
+576
+19% +$68.5K 0.04% 302
2025
Q4 		$352K Buy
3,035
+208
+7% +$23K 0.03% 302
2025
Q3 		$308K Buy
+2,827
New +$288K 0.03% 311

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Everhart Financial Group's BNY Position: Q2 2026 in Review

Everhart Financial Group reduced its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, selling an estimated $80.7K and leaving 3,021 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #297.

Everhart Financial Group first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Everhart Financial Group held 3,021 shares of Bank of New York Mellon worth $437K as of Q2 2026.
  • Everhart Financial Group sold 590 Bank of New York Mellon shares in Q2 2026, an estimated $80.7K.
  • Bank of New York Mellon made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #297 holding.
  • Everhart Financial Group first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.