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EverSource Wealth Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-276
Closed -$11.5K – 4412
2026
Q1 		$11.5K Sell
276
-585
-68% -$25.4K ﹤0.01% 2842
2025
Q4 		$37.5K Hold
861
– – ﹤0.01% 1951
2025
Q3 		$36.8K Buy
861
+276
+47% +$11.3K ﹤0.01% 1921
2025
Q2 		$23.1K Hold
585
– – ﹤0.01% 2184
2025
Q1 		$20.7K Buy
+585
New +$21.9K ﹤0.01% 1671

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
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EverSource Wealth Advisors's BKLC Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026, closing a stake of 276 shares — an estimated $11.5K sold.

EverSource Wealth Advisors first reported a position in BKLC in Q1 2025 and held it in 5 quarters. The position peaked at $37.5K in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 276 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $11.5K.
  • EverSource Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and held it in 5 quarters.
  • EverSource Wealth Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $37.5K 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.