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Bny Mellon shares owned by LPL Financial

Quarter-by-quarter ownership of Bny Mellon (BKCG) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Bny Mellon

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All positions including Bny Mellon held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 43k 36.42
2025-09-30 $1.4M 39k 35.67
2025-06-30 $1.5M 43k 34.60
2025-03-31 $1.5M 47k 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
Citadel Advisors
Symphony Financial Services
Raymond James Financial
Equitable Holdings
Advisor Group Holdings
Cambridge Investment Research Advisors
Silver Oak Securities
BridgePort Financial Solutions
Concord Wealth Partners
CoreCap Advisors

View all funds holding Bny Mellon