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Bny Mellon shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in Bny Mellon

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bny Mellon by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 876 35.67
2025-06-30 $30k 876 34.60

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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