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Bank of New York Mellon Corporation shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management 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 Vertrix Wealth Management 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 Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 43k 118.63

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
FMR
State Street Corporation
Dodge & Cox
Geode Capital Management
Artisan Partners Limited Partnership
Ameriprise Financial
Norges Bank Investment Management
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Invesco
Ubs Global Asset Management Americas
Nuveen

View all funds holding Bank of New York Mellon Corporation