SAG
BKFI

SageView Advisory Group’s BNY Mellon Active Core Bond ETF BKFI Stock Holding History

SageView Advisory Group’s Portfolio BKFI Stock Details BKFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
56,338
-25,608
-31% -$612K 0.04% 206
2026
Q1 		$1.97M Buy
+81,946
New +$1.98M 0.07% 137

Other funds holding BKFI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SageView Advisory Group's BKFI Position: Q2 2026 in Review

SageView Advisory Group reduced its BNY Mellon Active Core Bond ETF (BKFI) stake by 31% in Q2 2026, selling an estimated $612K and leaving 56,338 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #206.

SageView Advisory Group first reported a position in BKFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.97M in Q1 2026. 7 funds tracked by Wall St. Rank hold BKFI as of Q2 2026.

  • SageView Advisory Group held 56,338 shares of BNY Mellon Active Core Bond ETF worth $1.35M as of Q2 2026.
  • SageView Advisory Group sold 25,608 BNY Mellon Active Core Bond ETF shares in Q2 2026, an estimated $612K.
  • BNY Mellon Active Core Bond ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #206 holding.
  • SageView Advisory Group first reported a position in BNY Mellon Active Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • SageView Advisory Group's BNY Mellon Active Core Bond ETF position peaked at $1.97M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held BNY Mellon Active Core Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.