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

Carolina Wealth Advisors’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	$16.9M	Buy	354,432 +16,740	+5%	+$775K	6.64%	2
2026 Q1	$14M	Buy	337,692 +98,949	+41%	+$4.29M	5.85%	2
2025 Q4	$10.4M	Buy	238,743 +7,197	+3%	+$311K	4.64%	4
2025 Q3	$9.91M	Buy	231,546 +228,864	+8,533%	+$9.39M	4.28%	6
2025 Q2	$106K	Buy	+2,682	New	+$97.8K	0.05%	70

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

Carolina Wealth Advisors's BKLC Position: Q2 2026 in Review

Carolina Wealth Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 5% in Q2 2026, buying an estimated $775K and bringing the position to 354,432 shares worth $16.9M. The position accounts for 6.64% of the portfolio, ranked #2.

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

Carolina Wealth Advisors held 354,432 shares of BNY Mellon US Large Cap Core Equity ETF worth $16.9M as of Q2 2026.
Carolina Wealth Advisors bought 16,740 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $775K.
BNY Mellon US Large Cap Core Equity ETF made up 6.64% of Carolina Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Carolina Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 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 Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.