SGK
BRNY icon

Steigerwald Gordon & Koch’s Burney US Factor Rotation ETF BRNY Stock Holding History

Steigerwald Gordon & Koch’s Portfolio BRNY Stock Details BRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Hold
4,150
– – 0.02% 135
2026
Q1 		$202K Sell
4,150
-1,363
-25% -$68.3K 0.02% 137
2025
Q4 		$278K Buy
+5,513
New +$271K 0.03% 116

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Steigerwald Gordon & Koch's BRNY Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Burney US Factor Rotation ETF (BRNY) position steady in Q2 2026 at 4,150 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #135.

Steigerwald Gordon & Koch first reported a position in BRNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Steigerwald Gordon & Koch held 4,150 shares of Burney US Factor Rotation ETF worth $242K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Burney US Factor Rotation ETF share count unchanged in Q2 2026.
  • Burney US Factor Rotation ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #135 holding.
  • Steigerwald Gordon & Koch first reported a position in Burney US Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Burney US Factor Rotation ETF position peaked at $278K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.