KMG Fiduciary Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

KMG Fiduciary Partners’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	$260K	Sell	5,442 -184,368	-97%	-$8.54M	0.02%	190
2026 Q1	$7.9M	Sell	189,810 -9,921	-5%	-$431K	0.58%	46
2025 Q4	$8.71M	Sell	199,731 -1,587	-0.8%	-$68.6K	0.62%	47
2025 Q3	$8.62M	Sell	201,318 -849	-0.4%	-$34.8K	0.58%	48
2025 Q2	$7.98M	Buy	202,167 +8,517	+4%	+$311K	0.59%	48
2025 Q1	$6.86M	Buy	193,650 +8,427	+5%	+$316K	0.57%	50
2024 Q4	$6.92M	Buy	185,223 +10,908	+6%	+$409K	0.57%	47
2024 Q3	$6.37M	Buy	174,315 +136,614	+362%	+$4.79M	0.55%	47
2024 Q2	$1.3M	Buy	+37,701	New	+$1.25M	0.13%	129

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

KMG Fiduciary Partners's BKLC Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 97% in Q2 2026, selling an estimated $8.54M and leaving 5,442 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #190.

KMG Fiduciary Partners first reported a position in BKLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.71M in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

KMG Fiduciary Partners held 5,442 shares of BNY Mellon US Large Cap Core Equity ETF worth $260K as of Q2 2026.
KMG Fiduciary Partners sold 184,368 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $8.54M.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #190 holding.
KMG Fiduciary Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
KMG Fiduciary Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $8.71M in Q4 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.