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Bank of New York Mellon Corporation shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 36k 118.63
2025-12-31 $745k 6.4k 116.09
2025-09-30 $902k 8.3k 108.96
2025-06-30 $165k 1.8k 91.11
2023-03-31 $1.1M 24k 45.44
2022-12-31 $1.1M 25k 45.52
2022-09-30 $916k 24k 38.53
2022-06-30 $950k 23k 41.71
2022-03-31 $1.1M 23k 49.62
2021-12-31 $1.2M 21k 58.08
2021-09-30 $1.1M 22k 51.83
2021-06-30 $1.1M 21k 51.22
2021-03-31 $1.0M 21k 47.29
2020-12-31 $842k 20k 42.46
2020-09-30 $686k 20k 34.36