Global Retirement Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Global Retirement 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
2026 Q2	$244K	Buy	+5,097	New	+$236K	﹤0.01%	1459
2025 Q4	$88.5K	Buy	2,028 +186	+10%	+$8.05K	﹤0.01%	1984
2025 Q3	$78.8K	Sell	1,842 -9	-0.5%	-$369	﹤0.01%	1632
2025 Q2	$73K	Buy	+1,851	New	+$67.5K	﹤0.01%	1581
2024 Q4	$54.7K	Buy	1,464 +693	+90%	+$26K	﹤0.01%	1583
2024 Q3	$28.1K	Buy	771 +231	+43%	+$8.1K	﹤0.01%	1826
2024 Q2	$18.7K	Buy	+540	New	+$17.9K	﹤0.01%	2021

Other funds holding BKLC

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 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

Global Retirement Partners's BKLC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 5,097 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BKLC as recently as Q4 2025.

Global Retirement Partners first reported a position in BKLC in Q2 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Global Retirement Partners held 5,097 shares of BNY Mellon US Large Cap Core Equity ETF worth $244K as of Q2 2026.
BNY Mellon US Large Cap Core Equity ETF was a new Global Retirement Partners position in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1459 holding.
Global Retirement Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.