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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
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 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $3.42B AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Symphony Financial's BKMC Position: Q1 2026 in Review

Symphony Financial increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 16% in Q1 2026, buying an estimated $133K and bringing the position to 25,785 shares worth $936K. The position accounts for 0.12% of the portfolio, ranked #117.

Symphony Financial first reported a position in BKMC in Q3 2024 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

  • Symphony Financial held 25,785 shares of BNY Mellon US Mid Cap Core Equity ETF worth $936K as of Q1 2026.
  • Symphony Financial bought 3,474 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $133K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.12% of Symphony Financial's portfolio in Q1 2026, its #117 holding.
  • Symphony Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

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