Cerity Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cerity Partners’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	$413K	Sell	8,631 -879	-9%	-$40.7K	﹤0.01%	2555
2026 Q1	$396K	Buy	9,510 +4,059	+74%	+$176K	﹤0.01%	2425
2025 Q4	$238K	Sell	5,451 -1,377	-20%	-$59.6K	﹤0.01%	2538
2025 Q3	$292K	Sell	6,828 -501	-7%	-$20.5K	﹤0.01%	2293
2025 Q2	$289K	Sell	7,329 -3,294	-31%	-$120K	﹤0.01%	2166
2025 Q1	$376K	Sell	10,623 -258	-2%	-$9.67K	﹤0.01%	1909
2024 Q4	$406K	Buy	10,881 +4,323	+66%	+$162K	﹤0.01%	1888
2024 Q3	$239K	Buy	+6,558	New	+$230K	﹤0.01%	2214

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

Cerity Partners's BKLC Position: Q2 2026 in Review

Cerity Partners reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 9.2% in Q2 2026, selling an estimated $40.7K and leaving 8,631 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Cerity Partners first reported a position in BKLC in Q3 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Cerity Partners held 8,631 shares of BNY Mellon US Large Cap Core Equity ETF worth $413K as of Q2 2026.
Cerity Partners sold 879 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $40.7K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2555 holding.
Cerity Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.