CFFP
BKLC icon

Center for Financial Planning’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Center for Financial Planning’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
-861
Closed -$36.8K – 707
2025
Q3 		$36.8K Buy
+861
New +$35.3K ﹤0.01% 342

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 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 $609B AUM 40.19% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 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 $3.42B AUM 23.04% 1-Year Est. Return

Center for Financial Planning's BKLC Position: Q4 2025 in Review

Center for Financial Planning sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2025, closing a stake of 861 shares — an estimated $36.8K sold.

Center for Financial Planning first reported a position in BKLC in Q3 2025 and held it in 1 quarter. The position peaked at $36.8K in Q3 2025. 145 funds tracked by Wall St. Rank hold BKLC as of Q4 2025.

  • Center for Financial Planning reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 861 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2025, an estimated $36.8K.
  • Center for Financial Planning first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's BNY Mellon US Large Cap Core Equity ETF position peaked at $36.8K 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 Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.