Zhang Financial’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Zhang Financial’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 Q2	$1.29M	Sell	31,275 -3,018	-9%	-$119K	0.04%	173
2026 Q1	$1.26M	Hold	34,293	–	–	0.04%	169
2025 Q4	$1.25M	Sell	34,293 -1,755	-5%	-$63.5K	0.05%	160
2025 Q3	$1.3M	Sell	36,048 -708	-2%	-$25.1K	0.05%	154
2025 Q2	$1.25M	Hold	36,756	–	–	0.06%	150
2025 Q1	$1.17M	Hold	36,756	–	–	0.06%	145
2024 Q4	$1.24M	Hold	36,756	–	–	0.07%	135
2024 Q3	$1.25M	Sell	36,756 -2,001	-5%	-$64.8K	0.08%	133
2024 Q2	$1.22M	Sell	38,757 -471	-1%	-$14.8K	0.09%	121
2024 Q1	$1.3M	Hold	39,228	–	–	0.1%	117
2023 Q4	$1.19M	Sell	39,228 -4,005	-9%	-$110K	0.1%	115
2023 Q3	$1.16M	Sell	43,233 -1,194	-3%	-$33.5K	0.12%	100
2023 Q2	$1.25M	Sell	44,427 -4,323	-9%	-$116K	0.13%	96
2023 Q1	$1.32M	Hold	48,750	–	–	0.15%	84
2022 Q4	$1.27M	Sell	48,750 -7,251	-13%	-$189K	0.16%	79
2022 Q3	$1.35M	Buy	56,001 +9,318	+20%	+$247K	0.2%	63
2022 Q2	$1.17M	Buy	46,683 +10,755	+30%	+$295K	0.19%	72
2022 Q1	$1.08M	Buy	35,928 +23,427	+187%	+$693K	0.18%	75
2021 Q4	$395K	Buy	+12,501	New	+$389K	0.07%	143

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Zhang Financial's BKMC Position: Q2 2026 in Review

Zhang Financial reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 8.8% in Q2 2026, selling an estimated $119K and leaving 31,275 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #173.

Zhang Financial first reported a position in BKMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2022. 13 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Zhang Financial held 31,275 shares of BNY Mellon US Mid Cap Core Equity ETF worth $1.29M as of Q2 2026.
Zhang Financial sold 3,018 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $119K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #173 holding.
Zhang Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2021 and has held it in 19 quarters since.
Zhang Financial's BNY Mellon US Mid Cap Core Equity ETF position peaked at $1.35M in Q3 2022.
13 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.