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Congress Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Congress Wealth Management’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
2024
Q2 		– Sell
-9,789
Closed -$326K – 712
2024
Q1 		$326K Buy
+9,789
New +$309K 0.01% 497

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
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Congress Wealth Management's BKLC Position: Q2 2024 in Review

Congress Wealth Management sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2024, closing a stake of 9,789 shares — an estimated $326K sold.

Congress Wealth Management first reported a position in BKLC in Q1 2024 and held it in 1 quarter. The position peaked at $326K in Q1 2024. 73 funds tracked by Wall St. Rank hold BKLC as of Q2 2024.

  • Congress Wealth Management reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 9,789 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2024, an estimated $326K.
  • Congress Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and held it in 1 quarter.
  • Congress Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $326K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.