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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
Q1 		$734K Sell
5,881
-1,367
-19% -$178K 0.01% 1030
2025
Q4 		$948K Buy
7,248
+990
+16% +$128K 0.01% 860
2025
Q3 		$803K Sell
6,258
-10,660
-63% -$1.31M 0.01% 730
2025
Q2 		$2M Buy
16,918
+1,160
+7% +$127K 0.04% 430
2025
Q1 		$1.68M Sell
15,758
-229
-1% -$25.8K 0.04% 406
2024
Q4 		$1.79M Buy
+15,987
New +$1.8M 0.05% 351

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concurrent Investment Advisors's BKLC Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 19% in Q1 2026, selling an estimated $178K and leaving 5,881 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #1030.

Concurrent Investment Advisors first reported a position in BKLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q2 2025. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Concurrent Investment Advisors held 5,881 shares of BNY Mellon US Large Cap Core Equity ETF worth $734K as of Q1 2026.
  • Concurrent Investment Advisors sold 1,367 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $178K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1030 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 6 quarters since.
  • Concurrent Investment Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $2M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.