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Bank of New York Mellon Corporation shares owned by Legacy Capital Group California

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

Historical chart of Legacy Capital Group California investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 7.0k 108.96
2025-06-30 $572k 6.3k 91.11
2025-03-31 $1.4M 17k 83.87
2024-12-31 $1.3M 17k 76.83
2023-03-31 $874k 19k 45.44

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Top funds holding Bank of New York Mellon Corporation

Vanguard Group
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Artisan Partners Limited Partnership
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Ameriprise Financial
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First Eagle Investment Management
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