Key Financial Inc’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Key Financial Inc’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
2026 Q3	$852K	Sell	22,074 -1,041	-5%	-$42.1K	0.14%	132
2026 Q2	$955K	Buy	23,115 +1,356	+6%	+$53.4K	0.16%	119
2026 Q1	$800K	Buy	21,759 +9,588	+79%	+$366K	0.14%	133
2025 Q4	$442K	Buy	12,171 +132	+1%	+$4.78K	0.08%	188
2025 Q3	$436K	Buy	12,039 +900	+8%	+$31.8K	0.08%	184
2025 Q2	$380K	Buy	11,139 +4,017	+56%	+$129K	0.08%	200
2025 Q1	$227K	Buy	7,122 +2,148	+43%	+$72.8K	0.05%	245
2024 Q4	$168K	Buy	4,974 +1,440	+41%	+$50.3K	0.04%	276
2024 Q3	$120K	Buy	3,534 +573	+19%	+$18.6K	0.03%	326
2024 Q2	$93K	Buy	+2,961	New	+$93.3K	0.02%	348

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Key Financial Inc's BKMC Position: Q3 2026 in Review

Key Financial Inc reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 4.5% in Q3 2026, selling an estimated $42.1K and leaving 22,074 shares worth $852K. The position accounts for 0.14% of the portfolio, ranked #132.

Key Financial Inc first reported a position in BKMC in Q2 2024 and has held it in 10 quarters since. The position peaked at $955K in Q2 2026. 17 funds tracked by Wall St. Rank hold BKMC as of Q3 2026.

Key Financial Inc held 22,074 shares of BNY Mellon US Mid Cap Core Equity ETF worth $852K as of Q3 2026.
Key Financial Inc sold 1,041 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2026, an estimated $42.1K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.14% of Key Financial Inc's portfolio in Q3 2026, its #132 holding.
Key Financial Inc first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's BNY Mellon US Mid Cap Core Equity ETF position peaked at $955K in Q2 2026.
17 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.