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Bank of New York Mellon Corporation shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 4.2k 71.86
2024-06-30 $250k 4.2k 59.89
2024-03-31 $241k 4.2k 57.62
2023-12-31 $220k 4.2k 52.05
2023-09-30 $177k 4.2k 42.65
2023-06-30 $184k 4.1k 44.52
2023-03-31 $189k 4.1k 45.44
2022-12-31 $188k 4.1k 45.51
2022-09-30 $162k 4.2k 38.44
2022-06-30 $155k 3.7k 41.79
2022-03-31 $188k 3.8k 49.51
2021-12-31 $213k 3.7k 58.16
2021-09-30 $185k 3.6k 51.78
2021-06-30 $183k 3.6k 51.29
2021-03-31 $172k 3.6k 47.18
2020-12-31 $154k 3.6k 42.32
2020-09-30 $125k 3.6k 34.42
2020-06-30 $140k 3.6k 38.62
2020-03-31 $122k 3.6k 33.72
2019-12-31 $182k 3.6k 50.39
2019-09-30 $176k 3.9k 45.19
2019-06-30 $172k 3.9k 44.23
2019-03-31 $197k 3.9k 50.46
2018-12-31 $187k 4.0k 46.96
2018-09-30 $237k 4.6k 51.02
2018-06-30 $250k 4.6k 53.87
2018-03-31 $247k 4.8k 51.48
2017-12-31 $280k 5.2k 53.85
2017-09-30 $275k 5.2k 52.94
2017-06-30 $269k 5.3k 51.06
2017-03-31 $326k 6.9k 47.44
2016-12-31 $326k 6.9k 47.44
2016-09-30 $346k 8.7k 39.92
2016-06-30 $542k 14k 38.82
2016-03-31 $253k 6.9k 36.89
2015-09-30 $209k 5.3k 39.17

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
BlackRock
Dodge & Cox
State Street Corporation
Geode Capital Management
Artisan Partners Limited Partnership
First Eagle Investment Management
Nuveen Asset Management
Harris Associates L.P
Wells Fargo & Company
Northern Trust
Morgan Stanley
Invesco
LSV Asset Management

View all funds holding Bank of New York Mellon Corporation