Key Financial Inc
BKLC icon

Key Financial Inc’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Key Financial Inc’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
Q3 		$20.4K Hold
417
– – ﹤0.01% 704
2026
Q2 		$19.9K Hold
417
– – ﹤0.01% 727
2026
Q1 		$17.3K Hold
417
– – ﹤0.01% 759
2025
Q4 		$18.2K Hold
417
– – ﹤0.01% 739
2025
Q3 		$17.8K Hold
417
– – ﹤0.01% 735
2025
Q2 		$16.5K Hold
417
– – ﹤0.01% 734
2025
Q1 		$14.8K Hold
417
– – ﹤0.01% 734
2024
Q4 		$15.6K Hold
417
– – ﹤0.01% 720
2024
Q3 		$15.2K Hold
417
– – ﹤0.01% 699
2024
Q2 		$14.4K Buy
+417
New +$13.8K ﹤0.01% 698

Other funds holding BKLC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Key Financial Inc's BKLC Position: Q3 2026 in Review

Key Financial Inc held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q3 2026 at 417 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Key Financial Inc first reported a position in BKLC in Q2 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

  • Key Financial Inc held 417 shares of BNY Mellon US Large Cap Core Equity ETF worth $20.4K as of Q3 2026.
  • Key Financial Inc left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q3 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #704 holding.
  • Key Financial Inc first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.