FPCP
BKLC icon

Fort Point Capital Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Fort Point Capital Partners’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
-35,205
Closed -$1.39M – 223
2025
Q2 		$1.39M Buy
35,205
+246
+0.7% +$8.97K 0.1% 120
2025
Q1 		$1.24M Sell
34,959
-390
-1% -$14.6K 0.14% 107
2024
Q4 		$1.32M Sell
35,349
-1,350
-4% -$50.6K 0.14% 105
2024
Q3 		$1.34M Buy
36,699
+450
+1% +$15.8K 0.17% 88
2024
Q2 		$1.25M Sell
36,249
-27
-0.1% -$896 0.16% 100
2024
Q1 		$1.21M Sell
36,276
-2,145
-6% -$67.7K 0.16% 102
2023
Q4 		$1.16M Buy
38,421
+420
+1% +$11.8K 0.16% 93
2023
Q3 		$1.03M Buy
38,001
+219
+0.6% +$6.1K 0.16% 91
2023
Q2 		$1.05M Sell
37,782
-147
-0.4% -$3.84K 0.15% 91
2023
Q1 		$963K Buy
37,929
+1,920
+5% +$46.9K 0.15% 106
2022
Q4 		$841K Sell
36,009
-570
-2% -$13.4K 0.13% 110
2022
Q3 		$810K Buy
36,579
+1,200
+3% +$29.4K 0.14% 112
2022
Q2 		$824K Buy
35,379
+3,900
+12% +$98.7K 0.13% 112
2022
Q1 		$891K Buy
31,479
+6,915
+28% +$192K 0.12% 116
2021
Q4 		$734K Buy
24,564
+5,835
+31% +$169K 0.1% 128
2021
Q3 		$509K Buy
+18,729
New +$523K 0.08% 137

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

Fort Point Capital Partners's BKLC Position: Q3 2025 in Review

Fort Point Capital Partners sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2025, closing a stake of 35,205 shares — an estimated $1.39M sold.

Fort Point Capital Partners first reported a position in BKLC in Q3 2021 and held it in 16 quarters. The position peaked at $1.39M in Q2 2025. 125 funds tracked by Wall St. Rank hold BKLC as of Q3 2025.

  • Fort Point Capital Partners reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 35,205 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2025, an estimated $1.39M.
  • Fort Point Capital Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.39M 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 Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.