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Bank of New York Mellon Corporation shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $419k 5.8k 71.86
2024-03-31 $335k 5.7k 58.44

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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