6F
BKLC icon

626 Financial’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

626 Financial’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$412K Buy
8,616
+864
+11% +$40K 0.16% 83
2026
Q1 		$323K Buy
7,752
+15
+0.2% +$651 0.14% 89
2025
Q4 		$337K Buy
7,737
+351
+5% +$15.2K 0.15% 81
2025
Q3 		$316K Buy
+7,386
New +$303K 0.14% 84

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

626 Financial's BKLC Position: Q2 2026 in Review

626 Financial increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 11% in Q2 2026, buying an estimated $40K and bringing the position to 8,616 shares worth $412K. The position accounts for 0.16% of the portfolio, ranked #83.

626 Financial first reported a position in BKLC in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • 626 Financial held 8,616 shares of BNY Mellon US Large Cap Core Equity ETF worth $412K as of Q2 2026.
  • 626 Financial bought 864 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $40K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.16% of 626 Financial's portfolio in Q2 2026, its #83 holding.
  • 626 Financial first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.