NewEdge Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

NewEdge Advisors’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	$5.9M	Sell	123,369 -6,132	-5%	-$284K	0.02%	706
2026 Q1	$5.39M	Buy	129,501 +66,594	+106%	+$2.89M	0.02%	657
2025 Q4	$2.74M	Buy	62,907 +58,887	+1,465%	+$2.55M	0.01%	911
2025 Q3	$172K	Buy	+4,020	New	+$165K	﹤0.01%	2446
2025 Q1	–	Sell	-1,740	Closed	-$65K	–	3974
2024 Q4	$65K	Buy	+1,740	New	+$65.3K	﹤0.01%	2423
2024 Q3	–	Sell	-11,316	Closed	-$391K	–	3825
2024 Q2	$391K	Buy	+11,316	New	+$375K	﹤0.01%	1559

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

NewEdge Advisors's BKLC Position: Q2 2026 in Review

NewEdge Advisors reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 4.7% in Q2 2026, selling an estimated $284K and leaving 123,369 shares worth $5.9M. The position accounts for 0.02% of the portfolio, ranked #706.

NewEdge Advisors first reported a position in BKLC in Q2 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

NewEdge Advisors held 123,369 shares of BNY Mellon US Large Cap Core Equity ETF worth $5.9M as of Q2 2026.
NewEdge Advisors sold 6,132 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $284K.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #706 holding.
NewEdge Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.