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Bank of New York Mellon Corporation shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors 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 Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 399 57.58
2023-09-30 $17k 395 42.62
2023-06-30 $18k 393 44.47
2023-03-31 $18k 390 45.49

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Dodge & Cox
Geode Capital Management
Artisan Partners Limited Partnership
First Eagle Investment Management
FMR
Amundi
Davis Selected Advisers
Nuveen Asset Management
Hotchkis and Wiley Capital Management
American Century Companies
Harris Associates L.P
Northern Trust
Wells Fargo & Company

View all funds holding Bank of New York Mellon Corporation