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Meridian Financial Partners’s Burney US Factor Rotation ETF BRNY Stock Holding History

Meridian Financial Partners’s Portfolio BRNY Stock Details BRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Hold
5,789
– – 0.12% 96
2026
Q1 		$288K Hold
5,789
– – 0.11% 96
2025
Q4 		$295K Buy
+5,789
New +$285K 0.12% 91

Other funds holding BRNY

Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Meridian Financial Partners's BRNY Position: Q2 2026 in Review

Meridian Financial Partners held its Burney US Factor Rotation ETF (BRNY) position steady in Q2 2026 at 5,789 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #96.

Meridian Financial Partners first reported a position in BRNY in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Meridian Financial Partners held 5,789 shares of Burney US Factor Rotation ETF worth $339K as of Q2 2026.
  • Meridian Financial Partners left its Burney US Factor Rotation ETF share count unchanged in Q2 2026.
  • Burney US Factor Rotation ETF made up 0.12% of Meridian Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Meridian Financial Partners first reported a position in Burney US Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

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