Harbour Investments’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Harbour Investments’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	$111K	Hold	2,325	–	–	﹤0.01%	1941
2026 Q1	$96.7K	Sell	2,325 -360	-13%	-$15.6K	﹤0.01%	1963
2025 Q4	$117K	Buy	2,685 +2,187	+439%	+$94.6K	﹤0.01%	1557
2025 Q3	$21.3K	Hold	498	–	–	﹤0.01%	2306
2025 Q2	$19.7K	Hold	498	–	–	﹤0.01%	2245
2025 Q1	$17.6K	Buy	+498	New	+$18.7K	﹤0.01%	2244

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

Harbour Investments's BKLC Position: Q2 2026 in Review

Harbour Investments held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 2,325 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Harbour Investments first reported a position in BKLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $117K in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Harbour Investments held 2,325 shares of BNY Mellon US Large Cap Core Equity ETF worth $111K as of Q2 2026.
Harbour Investments left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1941 holding.
Harbour Investments first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
Harbour Investments's BNY Mellon US Large Cap Core Equity ETF position peaked at $117K 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.