Chicago Partners Investment Group’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$725K Buy
2025
Q2
$516K Buy
2025
Q1
$331K Buy
2017
Q4
Sell
2017
Q3
$18K Buy