Nations Financial Group
BKGI icon

Nations Financial Group’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Nations Financial Group’s Portfolio BKGI Stock Details BKGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07M Sell
25,501
-1,789
-7% -$79.6K 0.05% 365
2026
Q2 		$1.23M Buy
27,290
+2,290
+9% +$104K 0.06% 330
2026
Q1 		$1.11M Buy
25,000
+10,695
+75% +$464K 0.06% 344
2025
Q4 		$577K Buy
+14,305
New +$571K 0.03% 483

Other funds holding BKGI

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Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
Sovereign Investment Advisors
Sovereign Investment Advisors Phoenix, Arizona $337M AUM 15.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return

Nations Financial Group's BKGI Position: Q3 2026 in Review

Nations Financial Group reduced its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 6.6% in Q3 2026, selling an estimated $79.6K and leaving 25,501 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #365.

Nations Financial Group first reported a position in BKGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2026. 60 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • Nations Financial Group held 25,501 shares of BNY Mellon Global Infrastructure Income ETF worth $1.07M as of Q3 2026.
  • Nations Financial Group sold 1,789 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $79.6K.
  • BNY Mellon Global Infrastructure Income ETF made up 0.05% of Nations Financial Group's portfolio in Q3 2026, its #365 holding.
  • Nations Financial Group first reported a position in BNY Mellon Global Infrastructure Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Nations Financial Group's BNY Mellon Global Infrastructure Income ETF position peaked at $1.23M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.