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Bny Mellon shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Bny Mellon

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All positions including Bny Mellon held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $186k 5.2k 35.67
2025-06-30 $180k 5.2k 34.60
2025-03-31 $161k 5.2k 30.86