SevenBridge Financial Group’s BNY Mellon Core Bond ETF BKAG Stock Holding History

SevenBridge Financial Group’s Portfolio BKAG Stock Details BKAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.11M	Buy	171,841 +8,727	+5%	+$366K	1.05%	26
2026 Q1	$6.89M	Buy	163,114 +10,634	+7%	+$452K	1.08%	24
2025 Q4	$6.49M	Buy	152,480 +5,453	+4%	+$232K	1.04%	26
2025 Q3	$6.27M	Buy	147,027 +40,341	+38%	+$1.7M	1.03%	23
2025 Q2	$4.49M	Buy	106,686 +33,471	+46%	+$1.4M	0.79%	32
2025 Q1	$3.03M	Buy	73,215 +57,615	+369%	+$2.4M	0.6%	57
2024 Q4	$646K	Buy	+15,600	New	+$655K	0.12%	129

Other funds holding BKAG

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

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

SevenBridge Financial Group's BKAG Position: Q2 2026 in Review

SevenBridge Financial Group increased its BNY Mellon Core Bond ETF (BKAG) stake by 5.4% in Q2 2026, buying an estimated $366K and bringing the position to 171,841 shares worth $7.11M. The position accounts for 1.05% of the portfolio, ranked #26.

SevenBridge Financial Group first reported a position in BKAG in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

SevenBridge Financial Group held 171,841 shares of BNY Mellon Core Bond ETF worth $7.11M as of Q2 2026.
SevenBridge Financial Group bought 8,727 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $366K.
BNY Mellon Core Bond ETF made up 1.05% of SevenBridge Financial Group's portfolio in Q2 2026, its #26 holding.
SevenBridge Financial Group first reported a position in BNY Mellon Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.