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Bank of New York Mellon Corporation shares owned by Stephenson & Company

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $309k 4.0k 76.83
2024-09-30 $289k 4.0k 71.86
2024-06-30 $241k 4.0k 59.89
2024-03-31 $232k 4.0k 57.62
2023-12-31 $210k 4.0k 52.05

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg High Y (JNK)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
FMR
Geode Capital Management
Artisan Partners Limited Partnership
First Eagle Investment Management
Ameriprise Financial
Nuveen Asset Management
Harris Associates L.P
Wells Fargo & Company
Northern Trust
Legal & General Group
Invesco

View all funds holding Bank of New York Mellon Corporation