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Steward Partners Investment Advisory’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Steward Partners Investment Advisory’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 		$2.6K Hold
63
– – ﹤0.01% 4174
2026
Q1 		$2.32K Hold
63
– – ﹤0.01% 4011
2025
Q4 		$2.29K Buy
+63
New +$2.28K ﹤0.01% 3926

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Steward Partners Investment Advisory's BKMC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its BNY Mellon US Mid Cap Core Equity ETF (BKMC) position steady in Q2 2026 at 63 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4174.

Steward Partners Investment Advisory first reported a position in BKMC in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • Steward Partners Investment Advisory held 63 shares of BNY Mellon US Mid Cap Core Equity ETF worth $2.6K as of Q2 2026.
  • Steward Partners Investment Advisory left its BNY Mellon US Mid Cap Core Equity ETF share count unchanged in Q2 2026.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4174 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.