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SVB Wealth’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

SVB Wealth’s Portfolio BKSE Stock Details BKSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,605
Closed -$49.9K – 657
2025
Q1 		$49.9K Buy
+1,605
New +$53.4K ﹤0.01% 543

Other funds holding BKSE

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's BKSE Position: Q2 2025 in Review

SVB Wealth sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q2 2025, closing a stake of 1,605 shares — an estimated $49.9K sold.

SVB Wealth first reported a position in BKSE in Q1 2025 and held it in 1 quarter. The position peaked at $49.9K in Q1 2025. 25 funds tracked by Wall St. Rank hold BKSE as of Q2 2025.

  • SVB Wealth reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,605 BNY Mellon US Small Cap Core Equity ETF shares in Q2 2025, an estimated $49.9K.
  • SVB Wealth first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's BNY Mellon US Small Cap Core Equity ETF position peaked at $49.9K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q2 2025.

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