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Bank of New York Mellon Corporation shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by TCI Wealth 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 2.3k 108.96
2025-06-30 $209k 2.3k 91.11
2024-12-31 $204k 2.7k 76.83
2023-03-31 $137k 3.0k 45.44
2022-12-31 $131k 2.9k 45.52
2022-09-30 $121k 3.1k 38.62
2022-06-30 $165k 4.0k 41.70
2022-03-31 $223k 4.5k 49.67
2021-12-31 $298k 5.1k 58.02
2021-09-30 $266k 5.1k 51.79
2021-06-30 $117k 2.3k 51.02
2021-03-31 $108k 2.3k 47.10
2020-12-31 $84k 2.0k 42.25
2020-09-30 $68k 2.0k 34.21
2020-06-30 $80k 2.1k 38.78
2020-03-31 $67k 2.0k 33.55
2019-12-31 $7.0k 144 48.61
2019-09-30 $6.0k 143 41.96
2019-06-30 $3.0k 74 40.54
2019-03-31 $6.0k 127 47.24
2018-12-31 $7.0k 143 48.95
2018-09-30 $6.0k 117 51.28
2018-06-30 $12k 225 53.33
2018-03-31 $5.0k 104 48.08
2017-12-31 $6.0k 104 57.69
2017-09-30 $6.0k 104 57.69
2017-06-30 $5.0k 104 48.08
2017-03-31 $5.0k 104 48.08
2016-12-31 $5.0k 104 48.08
2016-09-30 $4.0k 104 38.46
2016-06-30 $4.0k 104 38.46
2015-12-31 $4.0k 104 38.46
2015-09-30 $4.0k 104 38.46
2015-06-30 $4.0k 104 38.46
2015-03-31 $4.0k 104 38.46
2014-12-31 $4.0k 104 38.46
2014-09-30 $4.0k 104 38.46
2014-06-30 $4.0k 104 38.46
2014-03-31 $4.0k 104 38.46
2013-12-31 $4.0k 104 38.46
2013-09-30 $3.0k 104 28.85
2013-06-30 $19k 678 28.02
2013-03-31 $2.0k 74 27.03
2012-12-31 $2.0k 74 27.03

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
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Apple (AAPL)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for TCI Wealth Advisors

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