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

JDM 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	$34.5M	Buy	1,031,106 +241,515	+31%	+$11.2M	11.77%	1
2026 Q1	$30.4M	Buy	789,591 +139,698	+21%	+$6.06M	11.74%	1
2025 Q4	$28.3M	Sell	649,893 -47,922	-7%	-$2.07M	11%	1
2025 Q3	$29.9M	Sell	697,815 -7,659	-1%	-$314K	12.52%	1
2025 Q2	$27.8M	Buy	705,474 +65,442	+10%	+$2.39M	13.14%	2
2025 Q1	$22.7M	Buy	640,032 +65,487	+11%	+$2.46M	11.51%	2
2024 Q4	$21.5M	Buy	574,545 +25,545	+5%	+$958K	11.15%	2
2024 Q3	$20M	Buy	549,000 +543,486	+9,856%	+$19M	10.9%	2
2024 Q2	$191K	Buy	+5,514	New	+$183K	0.13%	47

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

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

JDM Financial Group increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 31% in Q2 2026, buying an estimated $11.2M and bringing the position to 1,031,106 shares worth $34.5M. The position accounts for 11.77% of the portfolio, ranked #1.

JDM Financial Group first reported a position in BKLC in Q2 2024 and has held it in 9 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

JDM Financial Group held 1,031,106 shares of BNY Mellon US Large Cap Core Equity ETF worth $34.5M as of Q2 2026.
JDM Financial Group bought 241,515 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $11.2M.
BNY Mellon US Large Cap Core Equity ETF made up 11.77% of JDM Financial Group's portfolio in Q2 2026, its #1 holding.
JDM Financial Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.