UBS Group
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UBS Group’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

UBS Group’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 		$110K Buy
3,003
+2,439
+432% +$93.1K ﹤0.01% 6961
2025
Q4 		$20.5K Buy
564
+381
+208% +$13.8K ﹤0.01% 7761
2025
Q3 		$6.62K Sell
183
-333
-65% -$11.8K ﹤0.01% 8773
2025
Q2 		$17.6K Sell
516
-45
-8% -$1.44K ﹤0.01% 8522
2025
Q1 		$17.9K Sell
561
-8,142
-94% -$276K ﹤0.01% 8307
2024
Q4 		$295K Buy
8,703
+3,057
+54% +$107K ﹤0.01% 6208
2024
Q3 		$192K Buy
5,646
+3,390
+150% +$110K ﹤0.01% 5906
2024
Q2 		$70.9K Buy
2,256
+1,953
+645% +$61.5K ﹤0.01% 6417
2024
Q1 		$10K Sell
303
-1,827
-86% -$56.4K ﹤0.01% 7248
2023
Q4 		$64.4K Sell
2,130
-6,036
-74% -$165K ﹤0.01% 6409
2023
Q3 		$219K Buy
8,166
+7,593
+1,325% +$213K ﹤0.01% 5310
2023
Q2 		$16.2K Sell
573
-4,917
-90% -$132K ﹤0.01% 6965
2023
Q1 		$149K Buy
5,490
+4,398
+403% +$120K ﹤0.01% 5620
2022
Q4 		$28.5K Sell
1,092
-1,017
-48% -$26.5K ﹤0.01% 7291
2022
Q3 		$51K Sell
2,109
-66
-3% -$1.75K ﹤0.01% 6330
2022
Q2 		$55K Buy
2,175
+1,500
+222% +$41.2K ﹤0.01% 5841
2022
Q1 		$20K Sell
675
-2,046
-75% -$60.5K ﹤0.01% 7437
2021
Q4 		$86K Sell
2,721
-354
-12% -$11K ﹤0.01% 6448
2021
Q3 		$91K Buy
+3,075
New +$92.6K ﹤0.01% 5894
2021
Q1 		– Sell
-780
Closed -$20K – 9004
2020
Q4 		$20K Buy
+780
New +$18.8K ﹤0.01% 6935

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

UBS Group's BKMC Position: Q1 2026 in Review

UBS Group increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 432% in Q1 2026, buying an estimated $93.1K and bringing the position to 3,003 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #6961.

UBS Group first reported a position in BKMC in Q4 2020 and has held it in 20 quarters since. The position peaked at $295K in Q4 2024. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

  • UBS Group held 3,003 shares of BNY Mellon US Mid Cap Core Equity ETF worth $110K as of Q1 2026.
  • UBS Group bought 2,439 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $93.1K.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6961 holding.
  • UBS Group first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2020 and has held it in 20 quarters since.
  • UBS Group's BNY Mellon US Mid Cap Core Equity ETF position peaked at $295K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.