Bright Futures Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bright Futures Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Hold	3,381	–	–	0.32%	97
2026 Q1	$401K	Buy	3,381 +81	+2%	+$9.63K	0.27%	100
2025 Q4	$383K	Sell	3,300 -200	-6%	-$22.1K	0.28%	94
2025 Q3	$381K	Buy	+3,500	New	+$357K	0.3%	93
2025 Q1	$259K	Hold	3,500	–	–	0.28%	91
2024 Q4	$301K	Sell	3,500 -925	-21%	-$71.5K	0.27%	94
2024 Q3	$336K	Sell	4,425 -10	-0.2%	-$658	0.16%	153
2024 Q2	$280K	Buy	4,435 +40	+0.9%	+$2.31K	0.15%	160
2024 Q1	$262K	Buy	+4,395	New	+$242K	0.14%	166

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bright Futures Wealth Management's BNY Position: Q2 2026 in Review

Bright Futures Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,381 shares worth $489K. The position accounts for 0.32% of the portfolio, ranked #97.

Bright Futures Wealth Management first reported a position in BNY in Q1 2024 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Bright Futures Wealth Management held 3,381 shares of Bank of New York Mellon worth $489K as of Q2 2026.
Bright Futures Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.32% of Bright Futures Wealth Management's portfolio in Q2 2026, its #97 holding.
Bright Futures Wealth Management first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 9 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.