Jones Financial Companies’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Jones Financial Companies’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	$14K	Buy	+300	New	+$13.9K	﹤0.01%	3665

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

Jones Financial Companies's BKLC Position: Q2 2026 in Review

Jones Financial Companies opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 300 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #3665 among its holdings.

154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Jones Financial Companies held 300 shares of BNY Mellon US Large Cap Core Equity ETF worth $14K as of Q2 2026.
BNY Mellon US Large Cap Core Equity ETF was a new Jones Financial Companies position in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3665 holding.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.