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Bank of New York Mellon Corporation shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 63k 108.96
2025-06-30 $5.5M 61k 91.11
2025-03-31 $3.8M 45k 83.87
2024-12-31 $3.2M 42k 76.83
2024-09-30 $2.6M 36k 71.86

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View all positions for Pensionmark Financial Group

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Dodge & Cox
FMR
State Street Corporation
Geode Capital Management
Artisan Partners Limited Partnership
Morgan Stanley
Ameriprise Financial
Jpmorgan Chase & Co
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Nuveen
Invesco

View all funds holding Bank of New York Mellon Corporation