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 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 Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Key Financial Inc's BKLC Position: Q2 2026 in Review

Key Financial Inc held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 417 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Key Financial Inc first reported a position in BKLC in Q2 2024 and has held it in 9 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Key Financial Inc held 417 shares of BNY Mellon US Large Cap Core Equity ETF worth $19.9K as of Q2 2026.
Key Financial Inc left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #727 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 9 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.