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 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%	+$31.9K	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 $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Key Financial Inc's BKMC Position: Q2 2026 in Review

Key Financial Inc increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 6.2% in Q2 2026, buying an estimated $53.4K and bringing the position to 23,115 shares worth $955K. The position accounts for 0.16% of the portfolio, ranked #119.

Key Financial Inc first reported a position in BKMC in Q2 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Key Financial Inc held 23,115 shares of BNY Mellon US Mid Cap Core Equity ETF worth $955K as of Q2 2026.
Key Financial Inc bought 1,356 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $53.4K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.16% of Key Financial Inc's portfolio in Q2 2026, its #119 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 9 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.