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Financial Management Professionals’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Financial Management Professionals’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 		$55.1K Hold
1,152
– – 0.01% 280
2026
Q1 		$47.9K Hold
1,152
– – 0.01% 265
2025
Q4 		$50.4K Buy
+1,152
New +$49.8K 0.01% 251

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

Financial Management Professionals's BKLC Position: Q2 2026 in Review

Financial Management Professionals held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 1,152 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #280.

Financial Management Professionals first reported a position in BKLC in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Financial Management Professionals held 1,152 shares of BNY Mellon US Large Cap Core Equity ETF worth $55.1K as of Q2 2026.
  • Financial Management Professionals 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 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #280 holding.
  • Financial Management Professionals first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.