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Bank of New York Mellon Corporation shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BNY) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors 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 Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 29k 145.68
2026-03-31 $3.3M 28k 118.63
2025-12-31 $2.5M 22k 116.09
2025-09-30 $2.6M 24k 108.96
2025-06-30 $1.6M 18k 91.11
2024-09-30 $434k 6.0k 71.86
2024-06-30 $302k 5.0k 59.89
2024-03-31 $283k 4.9k 57.62
2023-12-31 $232k 4.5k 52.05
2023-09-30 $230k 5.4k 42.65
2023-06-30 $211k 4.7k 44.52
2018-09-30 $3.4M 67k 50.98
2018-03-31 $2.5M 58k 42.25
2017-12-31 $2.7M 48k 57.04