Jefferies Group's BK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 122,797 shares of The Bank of New York Mellon Corporation (BK) worth $13.38 M, representing 0.06% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +14,350 | New Buy | 14,350 | $45.52 |
| Q1 2023 | -14,350 | Sold Out | 14,350 | $0.00 |
| Q2 2023 | +13,390 | New Buy | 13,390 | $44.52 |
| Q3 2023 | +109,407 | Add 817.08% | 122,797 | $42.65 |
| Q1 2024 | +7,800 | Add 6.35% | 130,597 | $57.62 |
| Q2 2024 | -7,800 | Reduce 5.97% | 122,797 | $59.89 |
| Q3 2024 | +190 | Add 0.15% | 122,987 | $71.86 |
| Q4 2024 | +27,795 | Add 22.60% | 150,782 | $76.83 |
| Q1 2025 | -27,985 | Reduce 18.56% | 122,797 | $83.87 |
| Q2 2025 | +62 | Add 0.05% | 122,859 | $91.11 |
| Q3 2025 | -62 | Reduce 0.05% | 122,797 | $108.96 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 122,797 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $13.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Bank of New York Mellon Corporation (BK) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.