BKLC β€” BNY MELLON

Ownership history in Integrated Wealth Concepts LLC  Β·  20 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in BNY MELLON (BKLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.76% (2025 Q4)
πŸ“Š Avg. % of fund
1.92%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

Integrated Wealth Concepts LLC Γ— BKLC AI Analytics

πŸ“ˆ Integrated Wealth Concepts LLC outperformed the S&P 500 by +0.5% annually on this BKLC position. Timing score: 74% (14/19 decisions correct). Average cost basis: $93.60. Maximum drawdown during holding period: –25.3%.

πŸ“ˆ Position Alpha vs SPY
+0.5%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
19 quarters analyzed

⏱️ Timing Score
74%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
14 of 19 add/trim decisions correct

πŸ’° Entry Quality
$93.60
+39.7% vs current ($130.80)

Best entry: $63.33 (2022 Q3)  Β·  Worst: $127.68 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–25.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
85%
buy-side decisions

17 adds Β· 3 trims. Bought during 5 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Integrated Wealth Concepts LLC has been actively increasing its BKLC allocation β€” a bullish signal from insiders.
Currently 3.76% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BKLC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,422,412 -150,949 -5.9% 3.76% $316.9M $130.80
2025 Q3 ADDED 2,573,361 +145,916 +6.0% 2.95% $330.4M $127.68
2025 Q2 ADDED 2,427,445 +255,338 +11.8% 2.88% $287.5M $117.45
2025 Q1 ADDED 2,172,107 +157,930 +7.8% 2.69% $230.9M $105.11
2024 Q4 REDUCED 2,014,177 -4,306 -0.2% 2.62% $225.7M $110.79
2024 Q3 ADDED 2,018,483 +236,711 +13.3% 2.70% $221.1M $107.64
2024 Q2 ADDED 1,781,772 +336,487 +23.3% 2.53% $184.9M $101.63
2024 Q1 ADDED 1,445,285 +268,454 +22.8% 2.09% $144.2M $97.41
2023 Q4 ADDED 1,176,831 +258,381 +28.1% 1.74% $106.4M $88.24
2023 Q3 ADDED 918,450 +27,102 +3.0% 1.31% $74.4M $78.46
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