SGK
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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
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
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Steigerwald Gordon & Koch's BRNY Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Burney US Factor Rotation ETF (BRNY) stake by 25% in Q1 2026, selling an estimated $68.3K and leaving 4,150 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #137.

Steigerwald Gordon & Koch first reported a position in BRNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 13 funds tracked by Wall St. Rank hold BRNY as of Q1 2026.

  • Steigerwald Gordon & Koch held 4,150 shares of Burney US Factor Rotation ETF worth $202K as of Q1 2026.
  • Steigerwald Gordon & Koch sold 1,363 Burney US Factor Rotation ETF shares in Q1 2026, an estimated $68.3K.
  • Burney US Factor Rotation ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #137 holding.
  • Steigerwald Gordon & Koch first reported a position in Burney US Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • Steigerwald Gordon & Koch's Burney US Factor Rotation ETF position peaked at $278K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.