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
Tip: Access up to 7 years of quarterly data
All positions including Bny Mellon held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |