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Bank of New York Mellon Corporation shares owned by Financial Plan

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Financial Plan from 13F filings

Historical chart of Financial Plan investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Financial Plan 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 Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 12k 116.09

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

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
Ameriprise Financial
Jpmorgan Chase & Co
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Nuveen
Invesco
Ubs Global Asset Management Americas

View all funds holding Bank of New York Mellon Corporation