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Bny Mellon shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in Bny Mellon

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $22k 717 30.86

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding Bny Mellon

Fayez Sarofim & Co
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Kaydan Wealth Management
Symphony Financial Services
Equitable Holdings
Raymond James Financial
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Silver Oak Securities
BridgePort Financial Solutions
Royal Bank of Canada
Concord Wealth Partners

View all funds holding Bny Mellon