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SVB Wealth’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-945
Closed -$30.1K – 656
2025
Q1 		$30.1K Buy
+945
New +$32K ﹤0.01% 663

Other funds holding BKMC

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
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SVB Wealth's BKMC Position: Q2 2025 in Review

SVB Wealth sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2025, closing a stake of 945 shares — an estimated $30.1K sold.

SVB Wealth first reported a position in BKMC in Q1 2025 and held it in 1 quarter. The position peaked at $30.1K in Q1 2025. 28 funds tracked by Wall St. Rank hold BKMC as of Q2 2025.

  • SVB Wealth reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 945 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2025, an estimated $30.1K.
  • SVB Wealth first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's BNY Mellon US Mid Cap Core Equity ETF position peaked at $30.1K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.