BKSE β€” BNY MELLON ETF TRUST

Ownership history in Symphony Financial, Ltd. Co.  Β·  2 quarters on record

AI Ownership Summary

Symphony Financial, Ltd. Co. reported BNY MELLON ETF TRUST (BKSE) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows BKSE at 0.09% 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 BKSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Symphony Financial, Ltd. Co.'s position in BNY MELLON ETF TRUST, 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
2025 Q4

BKSE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How Symphony Financial, Ltd. Co. held BKSE β€” position size vs. price
% of Fund (quarterly)    BKSE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,714 +385 +7.2% 0.09% $648K 2026-02-14 (Est.) $119.86
2025 Q3 INITIATED 5,329 β€” β€” 0.07% $582K 2025-10-31 $109.92

🏒 Other funds also holding BKSE

As of 2026 Q1 β€” sorted by position size

PARK AVENUE SECURITIES LLC 3Y 7Y 0.01%

FAQ About Symphony Financial, Ltd. Co. and BKSE

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

How long has Symphony Financial, Ltd. Co. reported owning BKSE?

Symphony Financial, Ltd. Co. reported BKSE across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BKSE position in Symphony Financial, Ltd. Co.'s portfolio?

The largest reported portfolio weight for BKSE was 0.09% in 2025 Q4.

What is the latest reported BKSE position on this page?

The most recent filing on this page is 2025 Q4, when Symphony Financial, Ltd. Co. reported 5,714 shares, equal to 0.09% of portfolio, with an estimated market value of $648K.

What does the chart on this BKSE ownership page compare?

The chart compares Symphony Financial, Ltd. Co.'s quarterly BKSE 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.

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