Commonwealth Equity Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Commonwealth Equity 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
2026 Q2	$1.2M	Sell	25,140 -15,273	-38%	-$707K	﹤0.01%	2569
2026 Q1	$1.68M	Buy	40,413 +561	+1%	+$24.3K	﹤0.01%	2157
2025 Q4	$1.74M	Buy	39,852 +8,190	+26%	+$354K	﹤0.01%	2106
2025 Q3	$1.35M	Buy	31,662 +7,245	+30%	+$297K	﹤0.01%	2342
2025 Q2	$964K	Buy	24,417 +7,587	+45%	+$277K	﹤0.01%	2593
2025 Q1	$597K	Buy	16,830 +1,833	+12%	+$68.7K	﹤0.01%	2894
2024 Q4	$560K	Buy	14,997 +7,197	+92%	+$270K	﹤0.01%	2873
2024 Q3	$285K	Sell	7,800 -78	-1%	-$2.73K	﹤0.01%	3395
2024 Q2	$273K	Buy	7,878 +78	+1%	+$2.59K	﹤0.01%	3374
2024 Q1	$259K	Hold	7,800	–	–	﹤0.01%	3403
2023 Q4	$235K	Buy	+7,800	New	+$220K	﹤0.01%	3377

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

Commonwealth Equity Services's BKLC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 38% in Q2 2026, selling an estimated $707K and leaving 25,140 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Commonwealth Equity Services first reported a position in BKLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Commonwealth Equity Services held 25,140 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.2M as of Q2 2026.
Commonwealth Equity Services sold 15,273 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $707K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2569 holding.
Commonwealth Equity Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.74M in Q4 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.