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Bank of New York Mellon Corporation shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $10k 87 118.63

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Dodge & Cox
Vanguard Portfolio Management
Geode Capital Management
Bank of America Corporation
Artisan Partners Limited Partnership
Ameriprise Financial
Morgan Stanley
First Eagle Investment Management
Wells Fargo & Company
Northern Trust

View all funds holding Bank of New York Mellon Corporation