Independent Financial Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Independent Financial 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 Q2	$594K	Buy	12,438 +2,979	+31%	+$138K	0.01%	915
2026 Q1	$394K	Sell	9,459 -2,868	-23%	-$124K	0.01%	1041
2025 Q4	$537K	Buy	12,327 +42	+0.3%	+$1.82K	0.01%	869
2025 Q3	$526K	Buy	12,285 +753	+7%	+$30.9K	0.01%	833
2025 Q2	$455K	Buy	+11,532	New	+$420K	0.01%	817

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

Independent Financial Group's BKLC Position: Q2 2026 in Review

Independent Financial Group increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 31% in Q2 2026, buying an estimated $138K and bringing the position to 12,438 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #915.

Independent Financial Group first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Independent Financial Group held 12,438 shares of BNY Mellon US Large Cap Core Equity ETF worth $594K as of Q2 2026.
Independent Financial Group bought 2,979 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $138K.
BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #915 holding.
Independent Financial Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.