AssetMark Inc’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

AssetMark Inc’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	$60.5K	Buy	1,266 +1,092	+628%	+$50.6K	﹤0.01%	1773
2026 Q1	$7.24K	Sell	174 -870	-83%	-$37.8K	﹤0.01%	2428
2025 Q4	$45.5K	Buy	1,044 +663	+174%	+$28.7K	﹤0.01%	1755
2025 Q3	$16.3K	Buy	+381	New	+$15.6K	﹤0.01%	1978
2025 Q2	–	Sell	-450	Closed	-$15.9K	–	3019
2025 Q1	$15.9K	Buy	+450	New	+$16.9K	﹤0.01%	1749

Other funds holding BKLC

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

AssetMark Inc's BKLC Position: Q2 2026 in Review

AssetMark Inc increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 628% in Q2 2026, buying an estimated $50.6K and bringing the position to 1,266 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

AssetMark Inc first reported a position in BKLC in Q1 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

AssetMark Inc held 1,266 shares of BNY Mellon US Large Cap Core Equity ETF worth $60.5K as of Q2 2026.
AssetMark Inc bought 1,092 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $50.6K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1773 holding.
AssetMark Inc first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.