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Bny Mellon shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Bny Mellon

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 397 37.30

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Bny Mellon

Fayez Sarofim & Co
LPL Financial
Kaydan Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Symphony Financial Services
Raymond James Financial
Morgan Stanley
Equitable Holdings
Advisor Group Holdings
Cetera Investment Advisers
Silver Oak Securities
BridgePort Financial Solutions
Citadel Advisors
Cambridge Investment Research Advisors

View all funds holding Bny Mellon