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Sunrise Financial Services’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Sunrise Financial Services’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 		$613K Sell
14,838
-189
-1% -$7.44K 0.36% 34
2026
Q1 		$553K Sell
15,027
-39
-0.3% -$1.49K 0.39% 32
2025
Q4 		$547K Buy
+15,066
New +$545K 0.41% 30

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sunrise Financial Services's BKMC Position: Q2 2026 in Review

Sunrise Financial Services reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 1.3% in Q2 2026, selling an estimated $7.44K and leaving 14,838 shares worth $613K. The position accounts for 0.36% of the portfolio, ranked #34.

Sunrise Financial Services first reported a position in BKMC in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • Sunrise Financial Services held 14,838 shares of BNY Mellon US Mid Cap Core Equity ETF worth $613K as of Q2 2026.
  • Sunrise Financial Services sold 189 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $7.44K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.36% of Sunrise Financial Services's portfolio in Q2 2026, its #34 holding.
  • Sunrise Financial Services first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

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