Jeff Yass’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Jeff Yass’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	–	Sell	-83,439	Closed	-$3.47M	–	13399
2026 Q1	$3.47M	Buy	83,439 +44,013	+112%	+$1.91M	﹤0.01%	4963
2025 Q4	$1.72M	Buy	+39,426	New	+$1.71M	﹤0.01%	5955
2025 Q3	–	Sell	-102,588	Closed	-$4.05M	–	12415
2025 Q2	$4.05M	Sell	102,588 -8,055	-7%	-$294K	﹤0.01%	4373
2025 Q1	$3.92M	Buy	110,643 +25,158	+29%	+$943K	﹤0.01%	4111
2024 Q4	$3.19M	Buy	+85,485	New	+$3.21M	﹤0.01%	4368
2024 Q3	–	Sell	-75,090	Closed	-$2.6M	–	11998
2024 Q2	$2.6M	Buy	75,090 +23,229	+45%	+$771K	﹤0.01%	4579
2024 Q1	$1.73M	Sell	51,861 -141,006	-73%	-$4.45M	﹤0.01%	5683
2023 Q4	$5.81M	Buy	+192,867	New	+$5.44M	﹤0.01%	3458
2023 Q3	–	Sell	-32,883	Closed	-$914K	–	12020
2023 Q2	$914K	Buy	+32,883	New	+$859K	﹤0.01%	6887

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

Jeff Yass's BKLC Position: Q2 2026 in Review

Jeff Yass sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026, closing a stake of 83,439 shares — an estimated $3.47M sold.

Jeff Yass first reported a position in BKLC in Q2 2023 and held it in 9 quarters. The position peaked at $5.81M in Q4 2023. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Jeff Yass reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 83,439 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $3.47M.
Jeff Yass first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2023 and held it in 9 quarters.
Jeff Yass's BNY Mellon US Large Cap Core Equity ETF position peaked at $5.81M in Q4 2023.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.