A detailed history of Balboa Wealth Partners transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 4,154 shares of BK stock, worth $458,933. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,154
Previous 3,158 31.54%
Holding current value
$458,933
Previous $344,000 33.14%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
$104.54 - $112.64 $104,121 - $112,189
996 Added 31.54%
4,154 $458,000
Q3 2025

Nov 06, 2025

BUY
$90.65 - $109.75 $18,764 - $22,718
207 Added 7.01%
3,158 $344,000
Q2 2025

Jul 29, 2025

BUY
$73.31 - $91.62 $216,337 - $270,370
2,951 New
2,951 $268,000

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $89.3B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
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