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Foundations Investment Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Foundations Investment 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 		$612K Buy
+12,813
New +$593K 0.01% 718
2023
Q3 		– Sell
-32,325
Closed -$898K – 643
2023
Q2 		$898K Buy
+32,325
New +$844K 0.03% 282

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

Foundations Investment Advisors's BKLC Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 12,813 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in BKLC as recently as Q2 2023.

Foundations Investment Advisors first reported a position in BKLC in Q2 2023 and has held it in 2 quarters since. The position peaked at $898K in Q2 2023. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Foundations Investment Advisors held 12,813 shares of BNY Mellon US Large Cap Core Equity ETF worth $612K as of Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new Foundations Investment Advisors position in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #718 holding.
  • Foundations Investment Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2023 and has held it in 2 quarters since.
  • Foundations Investment Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $898K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.