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CFS Investment Advisory Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-9,003
Closed -$319K – 327
2025
Q1 		$319K Buy
+9,003
New +$338K 0.03% 260

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

CFS Investment Advisory Services's BKLC Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2025, closing a stake of 9,003 shares — an estimated $319K sold.

CFS Investment Advisory Services first reported a position in BKLC in Q1 2025 and held it in 1 quarter. The position peaked at $319K in Q1 2025. 118 funds tracked by Wall St. Rank hold BKLC as of Q2 2025.

  • CFS Investment Advisory Services reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 9,003 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2025, an estimated $319K.
  • CFS Investment Advisory Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • CFS Investment Advisory Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $319K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2025.

Based on CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.