Halbert Hargrove Global Advisors’s Bank of New York Mellon BK Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$4.58K	Buy
2025 Q2	$3.65K	Buy
2025 Q1	$2.1K	Buy
2014 Q3	–	Sell
2014 Q2	$464K	Buy