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GM Advisory Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

GM Advisory Group’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
Q1 		$77.6M Buy
1,866,276
+240,393
+15% +$10.4M 2.99% 5
2025
Q4 		$70.9M Buy
1,625,883
+72,009
+5% +$3.11M 2.78% 5
2025
Q3 		$66.5M Buy
1,553,874
+195,348
+14% +$8.01M 2.83% 7
2025
Q2 		$53.6M Buy
1,358,526
+105,957
+8% +$3.86M 2.65% 8
2025
Q1 		$44.4M Buy
1,252,569
+138,534
+12% +$5.19M 2.4% 10
2024
Q4 		$41.6M Buy
1,114,035
+474,972
+74% +$17.8M 2.3% 10
2024
Q3 		$23.3M Sell
639,063
-25,707
-4% -$901K 1.4% 20
2024
Q2 		$23M Buy
+664,770
New +$22.1M 1.48% 21

Other funds holding BKLC

RA
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
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GM Advisory Group's BKLC Position: Q1 2026 in Review

GM Advisory Group increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 15% in Q1 2026, buying an estimated $10.4M and bringing the position to 1,866,276 shares worth $77.6M. The position accounts for 2.99% of the portfolio, ranked #5.

GM Advisory Group first reported a position in BKLC in Q2 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • GM Advisory Group held 1,866,276 shares of BNY Mellon US Large Cap Core Equity ETF worth $77.6M as of Q1 2026.
  • GM Advisory Group bought 240,393 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $10.4M.
  • BNY Mellon US Large Cap Core Equity ETF made up 2.99% of GM Advisory Group's portfolio in Q1 2026, its #5 holding.
  • GM Advisory Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.