Empirical Wealth Management’s Bank of New York Mellon BK Stock Holding History

Empirical Wealth Management’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Buy
2025 Q1	$10.6M	Buy
2024 Q4	$551K	Buy
2024 Q3	$224K	Sell
2024 Q2	$242K	Buy
2024 Q1	$209K	Buy
2020 Q1	–	Sell
2019 Q4	$219K	Buy