Wells Fargo
BKMS

Wells Fargo’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

Wells Fargo’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 		$209K Sell
8,198
-4,091
-33% -$104K ﹤0.01% 5179
2026
Q1 		$314K Buy
+12,289
New +$315K ﹤0.01% 4419

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

Wells Fargo's BKMS Position: Q2 2026 in Review

Wells Fargo reduced its BNY Mellon Municipal Short Duration ETF (BKMS) stake by 33% in Q2 2026, selling an estimated $104K and leaving 8,198 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #5179.

Wells Fargo first reported a position in BKMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

  • Wells Fargo held 8,198 shares of BNY Mellon Municipal Short Duration ETF worth $209K as of Q2 2026.
  • Wells Fargo sold 4,091 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $104K.
  • BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5179 holding.
  • Wells Fargo first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • Wells Fargo's BNY Mellon Municipal Short Duration ETF position peaked at $314K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.