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Bny Mellon shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Bny Mellon

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All positions including Bny Mellon held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 8.5k 35.51
2025-06-30 $295k 8.5k 34.59
2025-03-31 $156k 5.1k 30.86

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Top funds holding Bny Mellon

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

View all funds holding Bny Mellon