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Bank of New York Mellon Corporation shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BNY) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Bank of New York Mellon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of New York Mellon Corporation held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of New York Mellon Corporation by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 1.4k 144.61

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Lakeshore Financial Planning

Top funds holding Bank of New York Mellon Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Dodge & Cox
Vanguard Portfolio Management
Geode Capital Management
Bank of America Corporation
Artisan Partners Limited Partnership
Ameriprise Financial
Morgan Stanley
First Eagle Investment Management
Wells Fargo & Company
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Bank of New York Mellon Corporation