Fidelity Investments
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Fidelity Investments’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Fidelity Investments’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 		$3.18M Buy
66,540
+33,264
+100% +$1.54M ﹤0.01% 2591
2026
Q1 		$1.38M Buy
33,276
+8,910
+37% +$387K ﹤0.01% 2756
2025
Q4 		$1.06M Sell
24,366
-3,852
-14% -$167K ﹤0.01% 2827
2025
Q3 		$1.21M Sell
28,218
-15,939
-36% -$654K ﹤0.01% 2728
2025
Q2 		$1.74M Buy
44,157
+31,548
+250% +$1.15M ﹤0.01% 2536
2025
Q1 		$447K Buy
12,609
+342
+3% +$12.8K ﹤0.01% 2938
2024
Q4 		$458K Buy
12,267
+201
+2% +$7.54K ﹤0.01% 2966
2024
Q3 		$441K Buy
12,066
+1,461
+14% +$51.2K ﹤0.01% 2909
2024
Q2 		$367K Buy
10,605
+1,908
+22% +$63.3K ﹤0.01% 2838
2024
Q1 		$289K Buy
8,697
+1,563
+22% +$49.4K ﹤0.01% 2898
2023
Q4 		$215K Buy
7,134
+6,783
+1,932% +$191K ﹤0.01% 2945
2023
Q3 		$9.48K Buy
351
+288
+457% +$8.03K ﹤0.01% 4129
2023
Q2 		$1.75K Buy
+63
New +$1.65K ﹤0.01% 4627
2022
Q1 		– Sell
-3
Closed – – 4960
2021
Q4 		$0 Buy
+3
New +$87 ﹤0.01% 4344

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

Fidelity Investments's BKLC Position: Q2 2026 in Review

Fidelity Investments increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 100% in Q2 2026, buying an estimated $1.54M and bringing the position to 66,540 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Fidelity Investments first reported a position in BKLC in Q4 2021 and has held it in 14 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Fidelity Investments held 66,540 shares of BNY Mellon US Large Cap Core Equity ETF worth $3.18M as of Q2 2026.
  • Fidelity Investments bought 33,264 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.54M.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2591 holding.
  • Fidelity Investments first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2021 and has held it in 14 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.