Atria Wealth Solutions’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.33M	Sell	33,180 -6,372	-16%	-$232K	0.03%	542
2025 Q1	$1.4M	Buy	39,552 +318	+0.8%	+$11.9K	0.02%	760
2024 Q4	$1.47M	Buy	39,234 +7,494	+24%	+$281K	0.02%	761
2024 Q3	$1.16M	Buy	31,740 +3,015	+10%	+$106K	0.01%	856
2024 Q2	$994K	Buy	28,725 +345	+1%	+$11.4K	0.01%	906
2024 Q1	$944K	Buy	28,380 +2,700	+11%	+$85.3K	0.01%	935
2023 Q4	$774K	Buy	25,680 +3,825	+18%	+$108K	0.01%	988
2023 Q3	$590K	Buy	21,855 +8,190	+60%	+$228K	0.01%	1054
2023 Q2	$380K	Buy	13,665 +150	+1%	+$3.92K	0.01%	1300
2023 Q1	$343K	Buy	13,515 +1,050	+8%	+$25.7K	0.01%	1336
2022 Q4	$291K	Buy	12,465 +1,125	+10%	+$26.5K	﹤0.01%	1377
2022 Q3	$251K	Buy	11,340 +855	+8%	+$21K	﹤0.01%	1408
2022 Q2	$244K	Buy	10,485 +150	+1%	+$3.8K	﹤0.01%	1330
2022 Q1	$293K	Buy	+10,335	New	+$287K	﹤0.01%	1330

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

SPA

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

SMM

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Atria Wealth Solutions's BKLC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 16% in Q2 2025, selling an estimated $232K and leaving 33,180 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #542.

Atria Wealth Solutions first reported a position in BKLC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2024. 118 funds tracked by Wall St. Rank hold BKLC as of Q2 2025.

Atria Wealth Solutions held 33,180 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.33M as of Q2 2025.
Atria Wealth Solutions sold 6,372 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2025, an estimated $232K.
BNY Mellon US Large Cap Core Equity ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #542 holding.
Atria Wealth Solutions first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.47M in Q4 2024.
118 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.