Ken Fisher’s BK Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+9,775 Shares
Current Position
6,339 Shares
$690,761 Value

Ken Fisher's BK Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,339 shares of The Bank of New York Mellon Corporation (BK) worth $690,761, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in BK, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 3,460 shares. Largest reduction occurred in Q4 2019, reducing 4,117 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher'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 Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +9,775 Add 0.00% 9,774 $28.03
Q3 2013 -267 Reduce 2.73% 9,507 $30.19
Q1 2014 +1,518 Add 15.97% 11,025 $35.28
Q2 2014 -388 Reduce 3.52% 10,637 $37.51
Q1 2015 -258 Reduce 2.43% 10,379 $40.27
Q2 2015 +45 Add 0.43% 10,424 $42.02
Q3 2015 -511 Reduce 4.90% 9,913 $39.14
Q4 2015 +1,808 Add 18.24% 11,721 $41.21
Q1 2016 -1,172 Reduce 10.00% 10,549 $37.82
Q2 2016 -1,214 Reduce 11.51% 9,335 $38.56
Q3 2016 +380 Add 4.07% 9,715 $39.84
Q4 2016 -1,039 Reduce 10.69% 8,676 $47.37
Q1 2017 -643 Reduce 7.41% 8,033 $47.18
Q2 2017 +213 Add 2.65% 8,246 $51.06
Q3 2017 -350 Reduce 4.24% 7,896 $53.06
Q4 2017 -2,786 Reduce 35.28% 5,110 $53.82
Q1 2018 -5,110 Sold Out 5,110 $0.00
Q2 2018 +4,640 New Buy 4,640 $53.88
Q3 2018 -4,640 Sold Out 4,640 $0.00
Q2 2019 +8,100 New Buy 8,100 $44.20
Q3 2019 -8,100 Sold Out 8,100 $0.00
Q4 2019 +3,983 New Buy 3,983 $50.21
Q1 2020 -3,983 Sold Out 3,983 $0.00
Q3 2021 +4,326 New Buy 4,326 $51.78
Q4 2021 +1,400 Add 32.36% 5,726 $58.16
Q1 2022 +1,618 Add 28.26% 7,344 $49.56
Q2 2022 -1,321 Reduce 17.99% 6,023 $41.67
Q3 2022 -6,023 Sold Out 6,023 $0.00
Q2 2023 +5,400 New Buy 5,400 $44.53
Q3 2023 -667 Reduce 12.35% 4,733 $42.65
Q4 2023 -259 Reduce 5.47% 4,474 $52.06
Q1 2024 +15 Add 0.34% 4,489 $57.63
Q2 2024 +588 Add 13.10% 5,077 $59.89
Q3 2024 -395 Reduce 7.78% 4,682 $71.86
Q4 2024 +1,025 Add 21.89% 5,707 $76.83
Q1 2025 +330 Add 5.78% 6,037 $83.87
Q2 2025 +806 Add 13.35% 6,843 $91.12
Q3 2025 -504 Reduce 7.37% 6,339 $108.97

Ken Fisher's The Bank of New York Mellon Corporation Investment FAQs

Ken Fisher first purchased The Bank of New York Mellon Corporation (BK) in Q2 2013, acquiring 9,774 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held The Bank of New York Mellon Corporation (BK) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to The Bank of New York Mellon Corporation (BK) was in Q2 2013, adding 9,774 shares worth $274,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,339 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $690,761. 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 0.00% of Ken Fisher'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.

Ken Fisher's peak holding in The Bank of New York Mellon Corporation (BK) was 11,721 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.