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Bank of New York Mellon Corporation shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Bank of New York Mellon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of New York Mellon Corporation held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of New York Mellon Corporation by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 138k 91.11
2025-03-31 $3.3M 39k 83.89
2024-12-31 $3.0M 39k 76.83
2024-09-30 $5.6M 77k 71.86

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Top funds holding Bank of New York Mellon Corporation

Vanguard Group
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