Community Bank, N.A. BKGI — BNY MELLON GLOBAL INFRASTRUCTURE ETF

Ownership history in Community Bank, N.A.  ·  8 quarters on record

AI Ownership Summary

Community Bank, N.A. reported BNY MELLON GLOBAL INFRASTRUCTURE ETF (BKGI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.42% in 2026 Q1. The latest visible filing shows BKGI at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Bank, N.A.'s position in BNY MELLON GLOBAL INFRASTRUCTURE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKGI was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKGI stock page Community Bank, N.A. fund profile Community Bank, N.A. full holdings
How Community Bank, N.A. held BKGI — position size vs. price
% of Fund (quarterly)    BKGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 79,899 +1,950 +2.5% 0.42% $3.6M 2026-05-12 $45.21
2025 Q4 ADDED — — — 77,949 +251 +0.3% 0.37% $3.1M 2026-02-04 $41.98
2025 Q3 ADDED — — — 77,698 +119 +0.2% 0.37% $3.0M 2025-11-14 $39.47
2025 Q2 ADDED — — — 77,579 +8,372 +12.1% 0.40% $3.0M 2025-07-25 $37.87
2025 Q1 ADDED — — — 69,207 +25,761 +59.3% 0.32% $2.4M 2025-04-21 $33.11
2024 Q4 ADDED — — — 43,446 +230 +0.5% 0.17% $1.3M 2025-02-11 $30.65
2024 Q3 ADDED — — — 43,216 +29,490 +214.8% 0.18% $1.4M 2024-11-14 $29.30
2024 Q2 INITIATED — — — 13,726 — — 0.05% $392K 2024-08-14 $28.43

🏢 Other funds also holding BKGI

As of 2026 Q1 — sorted by position size

Sovereign Investment Advisors, LLC 3Y 7.04% Legacy CG, LLC 3Y 5.39% S&A Financial Services, Inc. 2.06% Aureum Wealth Management, LLC 1.92% NOTTINGHAM ADVISORS, INC. 3Y 7Y 1.71% Insight Wealth Strategies, LLC 3Y 7Y 1.32% TWIN FOCUS CAPITAL PARTNERS, LLC 3Y 7Y 1.29% Base Wealth Management LLC 0.9% Waterloo Capital, L.P. 3Y 0.53% Providence First Trust Co 3Y 7Y 0.42%

FAQ About Community Bank, N.A. and BKGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Bank, N.A. reported owning BKGI?

Community Bank, N.A. reported BKGI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BKGI position in Community Bank, N.A.'s portfolio?

The largest reported portfolio weight for BKGI was 0.42% in 2026 Q1.

What is the latest reported BKGI position on this page?

The most recent filing on this page is 2026 Q1, when Community Bank, N.A. reported 79,899 shares, equal to 0.42% of portfolio, with an estimated market value of $3.6M.

What does the chart on this BKGI ownership page compare?

The chart compares Community Bank, N.A.'s quarterly BKGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Community Bank, N.A. time their BKGI position?

Based on 13F filing dates vs. subsequent BKGI price moves, Community Bank, N.A. correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on BKGI relative to SPY over the holding period was +8.2%.

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