BK — BANK NEW YORK MELLON CORP

Ownership history in First Pacific Financial  ·  3 quarters on record

This page tracks every 13F SEC filing in which First Pacific Financial reported a position in BANK NEW YORK MELLON CORP (BK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.93% (2025 Q3)
Avg. % of fund
0.83%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 60,835 -568 -0.9% 0.92% $7.1M $115.58
2025 Q3 ADDED 61,403 +14,183 +30.0% 0.93% $6.7M $107.95
2025 Q2 INITIATED 47,220 — — 0.63% $4.3M $89.78
% of Fund (quarterly)    BK price (monthly, adj. close)

Other funds also holding BK

As of 2025 Q4 — sorted by position size

LFL Advisers, LLC 3Y 7Y 17.62% Matthew Goff Investment Advisor, LLC 3Y 7Y 5.37% Delta Accumulation, LLC 3Y 4.89% CORDA Investment Management, LLC. 3Y 7Y 4.66% LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 4.25% Westchester Capital Management, Inc. 3Y 7Y 4.14% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 3.57% Barbara Oil Co. 3Y 7Y 3.45% Delta Accumulation, LLC 3Y 3.44% AUXIER ASSET MANAGEMENT LLC 3Y 7Y 3.18%
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