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Fiduciary Alliance’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Fiduciary Alliance’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 		$411K Hold
8,604
– – 0.03% 397
2026
Q1 		$384K Buy
8,604
+450
+6% +$19.5K 0.02% 405
2025
Q4 		$356K Buy
8,154
+882
+12% +$38.2K 0.02% 393
2025
Q3 		$311K Buy
+7,272
New +$298K 0.02% 410

Other funds holding BKLC

RA
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
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

Fiduciary Alliance's BKLC Position: Q2 2026 in Review

Fiduciary Alliance held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 8,604 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #397.

Fiduciary Alliance first reported a position in BKLC in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Fiduciary Alliance held 8,604 shares of BNY Mellon US Large Cap Core Equity ETF worth $411K as of Q2 2026.
  • Fiduciary Alliance left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #397 holding.
  • Fiduciary Alliance first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.