Jefferies Group's BK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 140,689 shares of The Bank of New York Mellon Corporation (BK) worth $16.33 M, representing 0.08% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 109,407 shares. Largest reduction occurred in Q1 2025, reducing 27,985 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Bank of New York Mellon Corporation (BK) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Bank of New York Mellon Corporation (BK) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +17,892 | Add 14.57% | 140,689 | $116.09 |
| Q3 2025 | -62 | Reduce 0.05% | 122,797 | $108.96 |
| Q2 2025 | +62 | Add 0.05% | 122,859 | $91.11 |
| Q1 2025 | -27,985 | Reduce 18.56% | 122,797 | $83.87 |
| Q4 2024 | +27,795 | Add 22.60% | 150,782 | $76.83 |
| Q3 2024 | +190 | Add 0.15% | 122,987 | $71.86 |
| Q2 2024 | -7,800 | Reduce 5.97% | 122,797 | $59.89 |
| Q1 2024 | +7,800 | Add 6.35% | 130,597 | $57.62 |
| Q3 2023 | +109,407 | Add 817.08% | 122,797 | $42.65 |
| Q2 2023 | +13,390 | New Buy | 13,390 | $44.52 |
| Q1 2023 | -14,350 | Sold Out | 0 | $0.00 |
| Q4 2022 | +14,350 | New Buy | 14,350 | $45.52 |
Jefferies Group's The Bank of New York Mellon Corporation Investment FAQs
Jefferies Group first purchased The Bank of New York Mellon Corporation (BK) in Q4 2022, acquiring 14,350 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Bank of New York Mellon Corporation (BK) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to The Bank of New York Mellon Corporation (BK) was in Q3 2023, adding 122,797 shares worth $5.24 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 140,689 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $16.33 M.
As of the Q4 2025 filing, The Bank of New York Mellon Corporation (BK) represents approximately 0.08% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Bank of New York Mellon Corporation (BK) was 150,782 shares, as reported at the end of Q4 2024.