SF
BKAG icon

Symphony Financial’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Symphony Financial’s Portfolio BKAG Stock Details BKAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.85M Buy
115,300
+18,940
+20% +$804K 0.64% 44
2025
Q4 		$4.1M Buy
96,360
+7,492
+8% +$319K 0.55% 47
2025
Q3 		$3.79M Buy
88,868
+8,598
+11% +$363K 0.46% 54
2025
Q2 		$3.37M Buy
+80,270
New +$3.35M 0.44% 56
2025
Q1 		– Sell
-57,170
Closed -$2.37M – 108
2024
Q4 		$2.37M Buy
57,170
+42,949
+302% +$1.8M 0.37% 58
2024
Q3 		$616K Buy
+14,221
New +$605K 0.1% 129

Other funds holding BKAG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Symphony Financial's BKAG Position: Q1 2026 in Review

Symphony Financial increased its BNY Mellon Core Bond ETF (BKAG) stake by 20% in Q1 2026, buying an estimated $804K and bringing the position to 115,300 shares worth $4.85M. The position accounts for 0.64% of the portfolio, ranked #44.

Symphony Financial first reported a position in BKAG in Q3 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Symphony Financial held 115,300 shares of BNY Mellon Core Bond ETF worth $4.85M as of Q1 2026.
  • Symphony Financial bought 18,940 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $804K.
  • BNY Mellon Core Bond ETF made up 0.64% of Symphony Financial's portfolio in Q1 2026, its #44 holding.
  • Symphony Financial first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.