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Bank of New York Mellon Corporation shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $293k 2.5k 116.22

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Apple (AAPL)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

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
Jpmorgan Chase & Co
Norges Bank Investment Management
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Invesco
Ubs Global Asset Management Americas

View all funds holding Bank of New York Mellon Corporation