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Symphony Financial’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Symphony Financial’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
2026
Q2 		$924K Buy
20,721
+783
+4% +$32.7K 0.1% 134
2026
Q1 		$748K Buy
19,938
+2,796
+16% +$110K 0.1% 133
2025
Q4 		$648K Buy
17,142
+1,155
+7% +$43K 0.09% 141
2025
Q3 		$582K Buy
+15,987
New +$561K 0.07% 146

Other funds holding BKSE

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 $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 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

Symphony Financial's BKSE Position: Q2 2026 in Review

Symphony Financial increased its BNY Mellon US Small Cap Core Equity ETF (BKSE) stake by 3.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 20,721 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #134.

Symphony Financial first reported a position in BKSE in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BKSE as of Q2 2026.

  • Symphony Financial held 20,721 shares of BNY Mellon US Small Cap Core Equity ETF worth $924K as of Q2 2026.
  • Symphony Financial bought 783 BNY Mellon US Small Cap Core Equity ETF shares in Q2 2026, an estimated $32.7K.
  • BNY Mellon US Small Cap Core Equity ETF made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #134 holding.
  • Symphony Financial first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q2 2026.

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