Smallwood Wealth Investment Management »

Bank of New York Mellon Corporation shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of New York Mellon Corporation by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 752 108.96
2025-06-30 $67k 737 91.11
2025-03-31 $62k 737 83.87