Bank of New York Mellon Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Bank of New York Mellon Corporation
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Quarterly reported holdings in Bank of New York Mellon Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $292k | 5.6k | 52.05 |
| 2023-09-30 | $250k | 5.6k | 44.59 |
| 2019-12-31 | $226k | 5.0k | 44.99 |
| 2019-09-30 | $222k | 5.0k | 44.20 |
| 2019-06-30 | $357k | 8.1k | 44.15 |
| 2019-03-31 | $435k | 8.5k | 51.26 |
| 2018-12-31 | $399k | 8.5k | 47.02 |
| 2018-09-30 | $3.4M | 70k | 48.44 |
| 2018-06-30 | $3.6M | 71k | 51.53 |
| 2018-03-31 | $3.7M | 71k | 51.53 |
| 2017-12-31 | $3.7M | 69k | 53.86 |
| 2017-09-30 | $3.7M | 70k | 53.02 |
| 2017-06-30 | $3.9M | 77k | 51.02 |
| 2017-03-31 | $3.5M | 75k | 47.23 |
| 2016-12-31 | $3.7M | 79k | 47.38 |
| 2016-09-30 | $3.2M | 81k | 39.88 |
| 2016-06-30 | $4.2M | 108k | 38.85 |
| 2016-03-31 | $4.1M | 112k | 36.83 |
| 2015-12-31 | $4.6M | 112k | 41.22 |
| 2015-09-30 | $4.1M | 105k | 39.15 |
| 2015-06-30 | $4.4M | 104k | 41.96 |
| 2015-03-31 | $4.4M | 101k | 43.27 |
| 2014-12-31 | $3.8M | 94k | 40.58 |
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