Bright Futures Wealth Management, LLC.
Position in BNY — Bank of New York Mellon Corp
CIK 1803980
WEBSTER, NY 14580, NY
Position in BNY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$488,926
+$87,838 QoQ
Shares Held
3,381
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,207
of 1,868 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bright Futures Wealth Management, LLC. holds $1,877,629 across 3 Banks - Diversified names. BNY ranks #2 (26.0% of the industry book) .
All Filings in BNY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,926 | 3,381 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $401,088 | 3,381 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $383,097 | 3,300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $381,360 | 3,500 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $293,545 | 3,500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $268,905 | 3,500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $317,980 | 4,425 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $265,612 | 4,435 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $253,239 | 4,395 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||