Northwestern Mutual Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Northwestern Mutual Wealth Management’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	$40.2M	Sell	841,134 -26,844	-3%	-$1.24M	0.02%	338
2026 Q1	$36.1M	Sell	867,978 -56,028	-6%	-$2.43M	0.02%	331
2025 Q4	$40.3M	Buy	924,006 +11,868	+1%	+$513K	0.03%	308
2025 Q3	$39M	Sell	912,138 -11,328	-1%	-$465K	0.03%	294
2025 Q2	$36.5M	Buy	923,466 +103,980	+13%	+$3.79M	0.03%	291
2025 Q1	$29M	Buy	819,486 +22,080	+3%	+$828K	0.02%	299
2024 Q4	$29.8M	Buy	797,406 +33,510	+4%	+$1.26M	0.03%	280
2024 Q3	$27.9M	Buy	763,896 +708,036	+1,268%	+$24.8M	0.02%	279
2024 Q2	$1.93M	Buy	55,860 +51,825	+1,284%	+$1.72M	﹤0.01%	827
2024 Q1	$134K	Sell	4,035 -6,930	-63%	-$219K	﹤0.01%	1708
2023 Q4	$330K	Sell	10,965 -18,609	-63%	-$525K	﹤0.01%	1338
2023 Q3	$798K	Sell	29,574 -8,979	-23%	-$250K	﹤0.01%	1018
2023 Q2	$1.07M	Buy	38,553 +8,115	+27%	+$212K	﹤0.01%	910
2023 Q1	$773K	Buy	30,438 +69	+0.2%	+$1.69K	﹤0.01%	986
2022 Q4	$710K	Sell	30,369 -2,094	-6%	-$49.4K	﹤0.01%	978
2022 Q3	$719K	Sell	32,463 -40,821	-56%	-$1M	﹤0.01%	920
2022 Q2	$1.71M	Buy	73,284 +28,029	+62%	+$710K	﹤0.01%	659
2022 Q1	$1.28M	Buy	+45,255	New	+$1.26M	﹤0.01%	762

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

Northwestern Mutual Wealth Management's BKLC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 3.1% in Q2 2026, selling an estimated $1.24M and leaving 841,134 shares worth $40.2M. The position accounts for 0.02% of the portfolio, ranked #338.

Northwestern Mutual Wealth Management first reported a position in BKLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.3M in Q4 2025. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Northwestern Mutual Wealth Management held 841,134 shares of BNY Mellon US Large Cap Core Equity ETF worth $40.2M as of Q2 2026.
Northwestern Mutual Wealth Management sold 26,844 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.24M.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #338 holding.
Northwestern Mutual Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
Northwestern Mutual Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $40.3M in Q4 2025.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.