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Bank of New York Mellon Corporation shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BNY) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 107 144.61
2026-03-31 $5.8k 49 118.63
2025-12-31 $5.1k 44 116.09
2025-09-30 $4.2k 39 108.95
2025-06-30 $3.0k 33 91.12
2025-03-31 $2.1k 26 79.35
2024-12-31 $1.2k 16 76.81

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View all positions for Principia Wealth Advisory

Top funds holding Bank of New York Mellon Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Bank of America Corporation
Dodge & Cox
Geode Capital Management
Jpmorgan Chase & Co
Ameriprise Financial
Artisan Partners Limited Partnership
Norges Bank Investment Management
Morgan Stanley
First Eagle Investment Management
Wells Fargo & Company

View all funds holding Bank of New York Mellon Corporation