NDSI
BKMI

Newman Dignan & Sheerar Inc’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		$314K Buy
11,858
+76
+0.6% +$2K 0.06% 162
2026
Q1 		$308K Buy
+11,782
New +$312K 0.06% 162

Other funds holding BKMI

TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Newman Dignan & Sheerar Inc's BKMI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its BNY Mellon Municipal Intermediate ETF (BKMI) stake by 0.65% in Q2 2026, buying an estimated $2K and bringing the position to 11,858 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #162.

Newman Dignan & Sheerar Inc first reported a position in BKMI in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,858 shares of BNY Mellon Municipal Intermediate ETF worth $314K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 76 BNY Mellon Municipal Intermediate ETF shares in Q2 2026, an estimated $2K.
  • BNY Mellon Municipal Intermediate ETF made up 0.06% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #162 holding.
  • Newman Dignan & Sheerar Inc first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.