UBS Group
BKMS

UBS Group’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

UBS Group’s Portfolio BKMS Stock Details BKMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8K Sell
1,324
-4,038
-75% -$103K ﹤0.01% 7803
2026
Q1 		$137K Buy
+5,362
New +$138K ﹤0.01% 6833

Other funds holding BKMS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's BKMS Position: Q2 2026 in Review

UBS Group reduced its BNY Mellon Municipal Short Duration ETF (BKMS) stake by 75% in Q2 2026, selling an estimated $103K and leaving 1,324 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7803.

UBS Group first reported a position in BKMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $137K in Q1 2026. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

  • UBS Group held 1,324 shares of BNY Mellon Municipal Short Duration ETF worth $33.8K as of Q2 2026.
  • UBS Group sold 4,038 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $103K.
  • BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7803 holding.
  • UBS Group first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's BNY Mellon Municipal Short Duration ETF position peaked at $137K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.