Morgan Stanley
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Morgan Stanley’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Morgan Stanley’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 		$1.44M Buy
58,131
+857
+1% +$22.1K ﹤0.01% 5105
2026
Q2 		$1.51M Buy
57,274
+5,940
+12% +$156K ﹤0.01% 5008
2026
Q1 		$1.34M Buy
+51,334
New +$1.36M ﹤0.01% 4994

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Morgan Stanley's BKMI Position: Q3 2026 in Review

Morgan Stanley increased its BNY Mellon Municipal Intermediate ETF (BKMI) stake by 1.5% in Q3 2026, buying an estimated $22.1K and bringing the position to 58,131 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #5105.

Morgan Stanley first reported a position in BKMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.51M in Q2 2026. 50 funds tracked by Wall St. Rank hold BKMI as of Q3 2026.

  • Morgan Stanley held 58,131 shares of BNY Mellon Municipal Intermediate ETF worth $1.44M as of Q3 2026.
  • Morgan Stanley bought 857 BNY Mellon Municipal Intermediate ETF shares in Q3 2026, an estimated $22.1K.
  • BNY Mellon Municipal Intermediate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #5105 holding.
  • Morgan Stanley first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 3 quarters since.
  • Morgan Stanley's BNY Mellon Municipal Intermediate ETF position peaked at $1.51M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.