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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
Q3 		$984K Sell
25,304
-1,081
-4% -$43.7K 0.09% 132
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

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Symphony Financial's BKMC Position: Q3 2026 in Review

Symphony Financial reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 4.1% in Q3 2026, selling an estimated $43.7K and leaving 25,304 shares worth $984K. The position accounts for 0.09% of the portfolio, ranked #132.

Symphony Financial first reported a position in BKMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2026. 15 funds tracked by Wall St. Rank hold BKMC as of Q3 2026.

  • Symphony Financial held 25,304 shares of BNY Mellon US Mid Cap Core Equity ETF worth $984K as of Q3 2026.
  • Symphony Financial sold 1,081 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2026, an estimated $43.7K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.09% of Symphony Financial's portfolio in Q3 2026, its #132 holding.
  • Symphony Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Symphony Financial's BNY Mellon US Mid Cap Core Equity ETF position peaked at $1.08M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.