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 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

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

David Kennon's BKLC Position: Q2 2026 in Review

David Kennon increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 0.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 60,345 shares worth $2.88M. The position accounts for 0.95% of the portfolio, ranked #25.

David Kennon first reported a position in BKLC in Q1 2024 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

David Kennon held 60,345 shares of BNY Mellon US Large Cap Core Equity ETF worth $2.88M as of Q2 2026.
David Kennon bought 417 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $19.3K.
BNY Mellon US Large Cap Core Equity ETF made up 0.95% of David Kennon's portfolio in Q2 2026, its #25 holding.
David Kennon first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.