Bank of New York Mellon Corporation shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Bank of New York Mellon Corporation
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Quarterly reported holdings in Bank of New York Mellon Corporation by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $844k | 7.7k | 108.97 |
| 2025-06-30 | $825k | 9.1k | 91.11 |
| 2025-03-31 | $303k | 3.6k | 83.88 |
| 2019-12-31 | $290k | 5.8k | 50.29 |
| 2019-09-30 | $455k | 10k | 45.20 |
| 2019-06-30 | $450k | 10k | 44.17 |
| 2019-03-31 | $543k | 11k | 50.47 |
| 2018-12-31 | $573k | 12k | 47.05 |
| 2018-09-30 | $755k | 15k | 50.94 |
| 2018-06-30 | $648k | 12k | 53.04 |
| 2018-03-31 | $650k | 13k | 51.33 |
| 2017-12-31 | $545k | 10k | 53.79 |
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