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

Concord Wealth 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
2025
Q2 		– Sell
-132
Closed -$4.68K – 870
2025
Q1 		$4.68K Buy
+132
New +$4.95K ﹤0.01% 593

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

Concord Wealth Partners's BKLC Position: Q2 2025 in Review

Concord Wealth Partners sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2025, closing a stake of 132 shares — an estimated $4.68K sold.

Concord Wealth Partners first reported a position in BKLC in Q1 2025 and held it in 1 quarter. The position peaked at $4.68K in Q1 2025. 118 funds tracked by Wall St. Rank hold BKLC as of Q2 2025.

  • Concord Wealth Partners reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 132 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2025, an estimated $4.68K.
  • Concord Wealth Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $4.68K 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 Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.