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Bank of New York Mellon Corporation shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 733 108.96
2025-06-30 $12k 135 91.11
2025-03-31 $8.8k 105 83.88
2024-12-31 $385 5 77.00
2023-03-31 $7.3k 161 45.44

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

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