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FSA Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

FSA Wealth Management’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 		$40.6K Hold
948
– – 0.01% 174
2025
Q2 		$37.4K Buy
+948
New +$34.6K 0.01% 174

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.89B AUM 18.44% 1-Year Est. Return

FSA Wealth Management's BKLC Position: Q3 2025 in Review

FSA Wealth Management held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q3 2025 at 948 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #174.

FSA Wealth Management first reported a position in BKLC in Q2 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold BKLC as of Q3 2025.

  • FSA Wealth Management held 948 shares of BNY Mellon US Large Cap Core Equity ETF worth $40.6K as of Q3 2025.
  • FSA Wealth Management left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q3 2025.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #174 holding.
  • FSA Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.