Capital Analysts LLC’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Capital Analysts LLC’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	$933K	Sell	19,515 -21,339	-52%	-$988K	0.02%	374
2026 Q1	$1.7M	Buy	40,854 +35,082	+608%	+$1.52M	0.04%	261
2025 Q4	$251K	Buy	5,772 +4,695	+436%	+$203K	0.01%	575
2025 Q3	$46K	Sell	1,077 -48	-4%	-$1.97K	﹤0.01%	901
2025 Q2	$44K	Buy	1,125 +135	+14%	+$4.92K	﹤0.01%	841
2025 Q1	$35K	Hold	990	–	–	﹤0.01%	865
2024 Q4	$37K	Buy	+990	New	+$37.1K	﹤0.01%	814

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

Capital Analysts LLC's BKLC Position: Q2 2026 in Review

Capital Analysts LLC reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 52% in Q2 2026, selling an estimated $988K and leaving 19,515 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #374.

Capital Analysts LLC first reported a position in BKLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Capital Analysts LLC held 19,515 shares of BNY Mellon US Large Cap Core Equity ETF worth $933K as of Q2 2026.
Capital Analysts LLC sold 21,339 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $988K.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #374 holding.
Capital Analysts LLC first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Capital Analysts LLC's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.7M in Q1 2026.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.