Consultiva Wealth Management, Corp. »

Bank of New York Mellon Corporation shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of New York Mellon Corporation by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 549 108.96
2025-06-30 $50k 549 91.11
2025-03-31 $46k 549 83.87
2024-12-31 $42k 549 76.83

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard Index Fds Small Cp Etf (VB)
United Rentals (URI)
American Express Company (AXP)
JPMorgan Chase & Co. (JPM)
Ge Aerospace Com New (GE)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Ge Vernova (GEV)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Dodge & Cox
FMR
State Street Corporation
Geode Capital Management
Artisan Partners Limited Partnership
Morgan Stanley
Ameriprise Financial
Jpmorgan Chase & Co
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Nuveen
Invesco

View all funds holding Bank of New York Mellon Corporation