LPL Financial
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LPL Financial’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

LPL Financial’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.53M Buy
61,607
+30,000
+95% +$775K ﹤0.01% 4078
2026
Q2 		$836K Buy
+31,607
New +$831K ﹤0.01% 4566

Other funds holding BKMI

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Twin Focus Capital Partners
Twin Focus Capital Partners Boston, Massachusetts $1.08B AUM 36.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

LPL Financial's BKMI Position: Q3 2026 in Review

LPL Financial increased its BNY Mellon Municipal Intermediate ETF (BKMI) stake by 95% in Q3 2026, buying an estimated $775K and bringing the position to 61,607 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

LPL Financial first reported a position in BKMI in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BKMI as of Q3 2026.

  • LPL Financial held 61,607 shares of BNY Mellon Municipal Intermediate ETF worth $1.53M as of Q3 2026.
  • LPL Financial bought 30,000 BNY Mellon Municipal Intermediate ETF shares in Q3 2026, an estimated $775K.
  • BNY Mellon Municipal Intermediate ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4078 holding.
  • LPL Financial first reported a position in BNY Mellon Municipal Intermediate ETF in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.