Accredited Investors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Accredited Investors’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	$440K	Hold	9,210	–	–	0.02%	191
2026 Q1	$383K	Hold	9,210	–	–	0.02%	183
2025 Q4	$402K	Hold	9,210	–	–	0.02%	180
2025 Q3	$394K	Buy	9,210 +3,372	+58%	+$138K	0.02%	169
2025 Q2	$230K	Buy	+5,838	New	+$213K	0.01%	223

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Accredited Investors's BKLC Position: Q2 2026 in Review

Accredited Investors held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 9,210 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #191.

Accredited Investors first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Accredited Investors held 9,210 shares of BNY Mellon US Large Cap Core Equity ETF worth $440K as of Q2 2026.
Accredited Investors left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #191 holding.
Accredited Investors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.