David Kennon’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

David Kennon’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 Q3	$2.99M	Buy	61,250 +905	+1%	+$43.9K	0.99%	24
2026 Q2	$2.88M	Buy	60,345 +417	+0.7%	+$19.3K	0.95%	25
2026 Q1	$2.49M	Buy	59,928 +2,352	+4%	+$102K	0.89%	22
2025 Q4	$2.51M	Buy	57,576 +945	+2%	+$40.9K	0.89%	23
2025 Q3	$2.42M	Buy	56,631 +294	+0.5%	+$12.1K	0.87%	22
2025 Q2	$2.22M	Buy	56,337 +1,620	+3%	+$59.1K	0.83%	22
2025 Q1	$1.94M	Buy	54,717 +2,226	+4%	+$83.5K	0.77%	24
2024 Q4	$1.96M	Buy	52,491 +912	+2%	+$34.2K	0.77%	24
2024 Q3	$1.88M	Buy	51,579 +1,722	+3%	+$60.3K	0.74%	24
2024 Q2	$1.72M	Buy	49,857 +4,887	+11%	+$162K	0.72%	25
2024 Q1	$1.5M	Buy	+44,970	New	+$1.42M	0.64%	25

Other funds holding BKLC

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

David Kennon's BKLC Position: Q3 2026 in Review

David Kennon increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 1.5% in Q3 2026, buying an estimated $43.9K and bringing the position to 61,250 shares worth $2.99M. The position accounts for 0.99% of the portfolio, ranked #24.

David Kennon first reported a position in BKLC in Q1 2024 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

David Kennon held 61,250 shares of BNY Mellon US Large Cap Core Equity ETF worth $2.99M as of Q3 2026.
David Kennon bought 905 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $43.9K.
BNY Mellon US Large Cap Core Equity ETF made up 0.99% of David Kennon's portfolio in Q3 2026, its #24 holding.
David Kennon first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 11 quarters since.
16 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.