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Global Retirement Partners’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Global Retirement Partners’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.06K Hold
222
– – ﹤0.01% 3244
2025
Q3 		$8.03K Hold
222
– – ﹤0.01% 2782
2025
Q2 		$7.58K Buy
+222
New +$7.12K ﹤0.01% 2726
2024
Q4 		$7.52K Buy
+222
New +$7.75K ﹤0.01% 2501

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Global Retirement Partners's BKMC Position: Q4 2025 in Review

Global Retirement Partners held its BNY Mellon US Mid Cap Core Equity ETF (BKMC) position steady in Q4 2025 at 222 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3244.

Global Retirement Partners first reported a position in BKMC in Q4 2024 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold BKMC as of Q4 2025.

  • Global Retirement Partners held 222 shares of BNY Mellon US Mid Cap Core Equity ETF worth $8.06K as of Q4 2025.
  • Global Retirement Partners left its BNY Mellon US Mid Cap Core Equity ETF share count unchanged in Q4 2025.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3244 holding.
  • Global Retirement Partners first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.