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Clearstead Trust’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Clearstead Trust’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
-7,740
Closed -$331K – 1075
2025
Q3 		$331K Buy
+7,740
New +$317K 0.06% 139

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Clearstead Trust's BKLC Position: Q4 2025 in Review

Clearstead Trust sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2025, closing a stake of 7,740 shares — an estimated $331K sold.

Clearstead Trust first reported a position in BKLC in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 145 funds tracked by Wall St. Rank hold BKLC as of Q4 2025.

  • Clearstead Trust reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 7,740 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2025, an estimated $331K.
  • Clearstead Trust first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Trust's BNY Mellon US Large Cap Core Equity ETF position peaked at $331K 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 Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.