SAG
BKMI

SageView Advisory Group’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

SageView Advisory Group’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 		$6.9M Buy
261,058
+3,396
+1% +$89.3K 0.23% 54
2026
Q1 		$6.73M Buy
+257,662
New +$6.83M 0.25% 51

Other funds holding BKMI

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

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

SageView Advisory Group increased its BNY Mellon Municipal Intermediate ETF (BKMI) stake by 1.3% in Q2 2026, buying an estimated $89.3K and bringing the position to 261,058 shares worth $6.9M. The position accounts for 0.23% of the portfolio, ranked #54.

SageView Advisory Group first reported a position in BKMI in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

  • SageView Advisory Group held 261,058 shares of BNY Mellon Municipal Intermediate ETF worth $6.9M as of Q2 2026.
  • SageView Advisory Group bought 3,396 BNY Mellon Municipal Intermediate ETF shares in Q2 2026, an estimated $89.3K.
  • BNY Mellon Municipal Intermediate ETF made up 0.23% of SageView Advisory Group's portfolio in Q2 2026, its #54 holding.
  • SageView Advisory Group first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

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