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

Allworth 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
Q1 		$18.1K Hold
435
– – ﹤0.01% 3065
2025
Q4 		$19K Buy
+435
New +$18.8K ﹤0.01% 2863

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial's BKLC Position: Q1 2026 in Review

Allworth Financial held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q1 2026 at 435 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Allworth Financial first reported a position in BKLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $19K in Q4 2025. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Allworth Financial held 435 shares of BNY Mellon US Large Cap Core Equity ETF worth $18.1K as of Q1 2026.
  • Allworth Financial left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q1 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3065 holding.
  • Allworth Financial first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's BNY Mellon US Large Cap Core Equity ETF position peaked at $19K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.