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

Symphony Financial’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 		$1.08M Buy
26,385
+600
+2% +$23.6K 0.12% 121
2026
Q1 		$936K Buy
25,785
+3,474
+16% +$133K 0.12% 117
2025
Q4 		$818K Buy
22,311
+1,194
+6% +$43.2K 0.11% 121
2025
Q3 		$758K Buy
+21,117
New +$747K 0.09% 131
2025
Q1 		– Sell
-20,880
Closed -$744K – 111
2024
Q4 		$744K Buy
20,880
+14,220
+214% +$497K 0.12% 118
2024
Q3 		$226K Buy
+6,660
New +$216K 0.04% 202

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

Symphony Financial's BKMC Position: Q2 2026 in Review

Symphony Financial increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 2.3% in Q2 2026, buying an estimated $23.6K and bringing the position to 26,385 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #121.

Symphony Financial first reported a position in BKMC in Q3 2024 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • Symphony Financial held 26,385 shares of BNY Mellon US Mid Cap Core Equity ETF worth $1.08M as of Q2 2026.
  • Symphony Financial bought 600 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $23.6K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.12% of Symphony Financial's portfolio in Q2 2026, its #121 holding.
  • Symphony Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.