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

Balance Wealth’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
Q4 		– Sell
-6,324
Closed -$271K – 144
2025
Q3 		$271K Buy
+6,324
New +$259K 0.07% 118

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Balance Wealth's BKLC Position: Q4 2025 in Review

Balance Wealth sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2025, closing a stake of 6,324 shares — an estimated $271K sold.

Balance Wealth first reported a position in BKLC in Q3 2025 and held it in 1 quarter. The position peaked at $271K in Q3 2025. 145 funds tracked by Wall St. Rank hold BKLC as of Q4 2025.

  • Balance Wealth reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Balance Wealth sold 6,324 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2025, an estimated $271K.
  • Balance Wealth first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and held it in 1 quarter.
  • Balance Wealth's BNY Mellon US Large Cap Core Equity ETF position peaked at $271K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.