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Curi RMB Capital’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Curi RMB Capital’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
-14,997
Closed -$499K – 530
2024
Q1 		$499K Buy
+14,997
New +$474K 0.01% 431

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

Curi RMB Capital's BKLC Position: Q2 2024 in Review

Curi RMB Capital sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2024, closing a stake of 14,997 shares — an estimated $499K sold.

Curi RMB Capital first reported a position in BKLC in Q1 2024 and held it in 1 quarter. The position peaked at $499K in Q1 2024. 73 funds tracked by Wall St. Rank hold BKLC as of Q2 2024.

  • Curi RMB Capital reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Curi RMB Capital sold 14,997 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2024, an estimated $499K.
  • Curi RMB Capital first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and held it in 1 quarter.
  • Curi RMB Capital's BNY Mellon US Large Cap Core Equity ETF position peaked at $499K 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 Curi RMB Capital's 13F filing for Q2 2024, filed 13 Aug 2024.