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Root Financial Partners’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Root Financial Partners’s Portfolio BKSE Stock Details BKSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$5.51K – 2444
2025
Q3 		$5.51K Buy
+150
New +$5.27K ﹤0.01% 1690

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IWC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Root Financial Partners's BKSE Position: Q4 2025 in Review

Root Financial Partners sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q4 2025, closing a stake of 150 shares — an estimated $5.51K sold.

Root Financial Partners first reported a position in BKSE in Q3 2025 and held it in 1 quarter. The position peaked at $5.51K in Q3 2025. 24 funds tracked by Wall St. Rank hold BKSE as of Q4 2025.

  • Root Financial Partners reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 150 BNY Mellon US Small Cap Core Equity ETF shares in Q4 2025, an estimated $5.51K.
  • Root Financial Partners first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's BNY Mellon US Small Cap Core Equity ETF position peaked at $5.51K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.