Sentinel Pension Advisors’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Sentinel Pension Advisors’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	$1.05M	Buy	78,672 +56,865	+261%	+$2.24M	0.14%	61
2026 Q1	$802K	Hold	21,807	–	–	0.12%	65
2025 Q4	$792K	Buy	21,807 +2,793	+15%	+$101K	0.12%	63
2025 Q3	$688K	Buy	19,014 +2,091	+12%	+$74K	0.11%	63
2025 Q2	$577K	Buy	16,923 +12	+0.1%	+$385	0.1%	71
2025 Q1	$539K	Sell	16,911 -1,923	-10%	-$65.2K	0.1%	70
2024 Q4	$638K	Buy	18,834 +4,026	+27%	+$141K	0.12%	62
2024 Q3	$503K	Buy	14,808 +1,887	+15%	+$61.1K	0.1%	75
2024 Q2	$406K	Buy	+12,921	New	+$407K	0.08%	79

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Sentinel Pension Advisors's BKMC Position: Q2 2026 in Review

Sentinel Pension Advisors increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 261% in Q2 2026, buying an estimated $2.24M and bringing the position to 78,672 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #61.

Sentinel Pension Advisors first reported a position in BKMC in Q2 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Sentinel Pension Advisors held 78,672 shares of BNY Mellon US Mid Cap Core Equity ETF worth $1.05M as of Q2 2026.
Sentinel Pension Advisors bought 56,865 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $2.24M.
BNY Mellon US Mid Cap Core Equity ETF made up 0.14% of Sentinel Pension Advisors's portfolio in Q2 2026, its #61 holding.
Sentinel Pension Advisors first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.