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Bank of New York Mellon Corporation shares owned by GenTrust

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

Historical chart of GenTrust investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by GenTrust 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 GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $581k 5.3k 108.96
2025-06-30 $456k 5.0k 91.11
2025-03-31 $421k 5.0k 83.87
2024-12-31 $386k 5.0k 76.83
2024-09-30 $359k 5.0k 71.86

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

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