Cornerstone Advisors Asset Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cornerstone Advisors Asset 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
2026 Q2	$1.08M	Hold	22,503	–	–	0.14%	67
2026 Q1	$936K	Sell	22,503 -20,397	-48%	-$885K	0.14%	71
2025 Q4	$1.87M	Hold	42,900	–	–	0.3%	53
2025 Q3	$1.84M	Hold	42,900	–	–	0.32%	47
2025 Q2	$1.69M	Hold	42,900	–	–	0.33%	47
2025 Q1	$1.52M	Hold	42,900	–	–	0.31%	52
2024 Q4	$1.6M	Hold	42,900	–	–	0.35%	45
2024 Q3	$1.57M	Hold	42,900	–	–	0.35%	45
2024 Q2	$1.48M	Hold	42,900	–	–	0.42%	43
2024 Q1	$1.43M	Hold	42,900	–	–	0.5%	38
2023 Q4	$1.29M	Hold	42,900	–	–	0.49%	38
2023 Q3	$1.16M	Buy	+42,900	New	+$1.2M	0.46%	41

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

Cornerstone Advisors Asset Management's BKLC Position: Q2 2026 in Review

Cornerstone Advisors Asset Management held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 22,503 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #67.

Cornerstone Advisors Asset Management first reported a position in BKLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Cornerstone Advisors Asset Management held 22,503 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.08M as of Q2 2026.
Cornerstone Advisors Asset Management left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.14% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #67 holding.
Cornerstone Advisors Asset Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Advisors Asset Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.87M 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 Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.