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Bny Mellon shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Bny Mellon

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All positions including Bny Mellon held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 995 35.67
2025-06-30 $34k 995 34.60
2025-03-31 $31k 995 30.86

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First Trust MF Closed and MF Open (FVD)
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American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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