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

Forvis Mazars 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	$270K	Sell	5,658 -579	-9%	-$26.8K	﹤0.01%	387
2026 Q1	$259K	Hold	6,237	–	–	﹤0.01%	374
2025 Q4	$272K	Hold	6,237	–	–	0.01%	367
2025 Q3	$267K	Hold	6,237	–	–	0.01%	365
2025 Q2	$246K	Buy	+6,237	New	+$227K	0.01%	372

Other funds holding BKLC

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 New York $609B AUM 40.19% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BKLC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 9.3% in Q2 2026, selling an estimated $26.8K and leaving 5,658 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Forvis Mazars Wealth Advisors first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,658 shares of BNY Mellon US Large Cap Core Equity ETF worth $270K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 579 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $26.8K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #387 holding.
Forvis Mazars Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
Forvis Mazars Wealth Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $272K 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 Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.