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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
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

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

SevenBridge Financial Group's BKAG Position: Q1 2026 in Review

SevenBridge Financial Group increased its BNY Mellon Core Bond ETF (BKAG) stake by 7% in Q1 2026, buying an estimated $452K and bringing the position to 163,114 shares worth $6.89M. The position accounts for 1.08% of the portfolio, ranked #24.

SevenBridge Financial Group first reported a position in BKAG in Q4 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • SevenBridge Financial Group held 163,114 shares of BNY Mellon Core Bond ETF worth $6.89M as of Q1 2026.
  • SevenBridge Financial Group bought 10,634 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $452K.
  • BNY Mellon Core Bond ETF made up 1.08% of SevenBridge Financial Group's portfolio in Q1 2026, its #24 holding.
  • SevenBridge Financial Group first reported a position in BNY Mellon Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.