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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
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 $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Symphony Financial's BKSE Position: Q1 2026 in Review

Symphony Financial increased its BNY Mellon US Small Cap Core Equity ETF (BKSE) stake by 16% in Q1 2026, buying an estimated $110K and bringing the position to 19,938 shares worth $748K. The position accounts for 0.1% of the portfolio, ranked #133.

Symphony Financial first reported a position in BKSE in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BKSE as of Q1 2026.

  • Symphony Financial held 19,938 shares of BNY Mellon US Small Cap Core Equity ETF worth $748K as of Q1 2026.
  • Symphony Financial bought 2,796 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2026, an estimated $110K.
  • BNY Mellon US Small Cap Core Equity ETF made up 0.1% of Symphony Financial's portfolio in Q1 2026, its #133 holding.
  • Symphony Financial first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2026.

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