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Oath Planning’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Oath Planning’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 		$454K Buy
+9,498
New +$440K 0.34% 40

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Oath Planning's BKLC Position: Q2 2026 in Review

Oath Planning opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 9,498 shares worth $454K. The stake represents 0.34% of the portfolio and ranks #40 among its holdings.

153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Oath Planning held 9,498 shares of BNY Mellon US Large Cap Core Equity ETF worth $454K as of Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new Oath Planning position in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.34% of Oath Planning's portfolio in Q2 2026, its #40 holding.
  • 153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.