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Concurrent Investment Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Concurrent Investment Advisors’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 		$858K Buy
17,958
+315
+2% +$14.6K 0.01% 1091
2026
Q1 		$734K Sell
17,643
-4,101
-19% -$178K 0.01% 1030
2025
Q4 		$948K Buy
21,744
+2,970
+16% +$128K 0.01% 860
2025
Q3 		$803K Sell
18,774
-31,980
-63% -$1.31M 0.01% 730
2025
Q2 		$2M Buy
50,754
+3,480
+7% +$127K 0.04% 430
2025
Q1 		$1.68M Sell
47,274
-687
-1% -$25.8K 0.04% 406
2024
Q4 		$1.79M Buy
+47,961
New +$1.8M 0.05% 351

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
Morgan Stanley
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
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

Concurrent Investment Advisors's BKLC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 1.8% in Q2 2026, buying an estimated $14.6K and bringing the position to 17,958 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #1091.

Concurrent Investment Advisors first reported a position in BKLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q2 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Concurrent Investment Advisors held 17,958 shares of BNY Mellon US Large Cap Core Equity ETF worth $858K as of Q2 2026.
  • Concurrent Investment Advisors bought 315 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $14.6K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1091 holding.
  • Concurrent Investment Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $2M in Q2 2025.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.