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Dean Jacobson Financial Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Dean Jacobson Financial Services’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
2025
Q3 		– Sell
-10,938
Closed -$432K – 18
2025
Q2 		$432K Buy
+10,938
New +$399K 0.33% 6

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.42B AUM 23.04% 1-Year Est. Return

Dean Jacobson Financial Services's BKLC Position: Q3 2025 in Review

Dean Jacobson Financial Services sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2025, closing a stake of 10,938 shares — an estimated $432K sold.

Dean Jacobson Financial Services first reported a position in BKLC in Q2 2025 and held it in 1 quarter. The position peaked at $432K in Q2 2025. 125 funds tracked by Wall St. Rank hold BKLC as of Q3 2025.

  • Dean Jacobson Financial Services reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 10,938 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2025, an estimated $432K.
  • Dean Jacobson Financial Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and held it in 1 quarter.
  • Dean Jacobson Financial Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $432K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2025.

Based on Dean Jacobson Financial Services's 13F filing for Q3 2025, filed 9 Dec 2025.