Raymond James Financial
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Raymond James Financial’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Raymond James Financial’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+5,352
New +$211K ﹤0.01% 4998
2025
Q3 		– Sell
-1,758
Closed -$60K – 5175
2025
Q2 		$60K Buy
+1,758
New +$56.4K ﹤0.01% 5109

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Raymond James Financial's BKMC Position: Q2 2026 in Review

Raymond James Financial opened a new position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2026: 5,352 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #4998 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in BKMC as recently as Q2 2025.

Raymond James Financial first reported a position in BKMC in Q2 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • Raymond James Financial held 5,352 shares of BNY Mellon US Mid Cap Core Equity ETF worth $221K as of Q2 2026.
  • BNY Mellon US Mid Cap Core Equity ETF was a new Raymond James Financial position in Q2 2026.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4998 holding.
  • Raymond James Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.