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

One Wealth 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	$244K	Hold	5,112	–	–	0.03%	291
2026 Q1	$213K	Sell	5,112 -4,698	-48%	-$204K	0.03%	290
2025 Q4	$428K	Sell	9,810 -201	-2%	-$8.69K	0.05%	190
2025 Q3	$428K	Sell	10,011 -30	-0.3%	-$1.23K	0.05%	186
2025 Q2	$396K	Buy	10,041 +1,647	+20%	+$60K	0.06%	186
2025 Q1	$297K	Buy	+8,394	New	+$315K	0.04%	215

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

One Wealth Advisors's BKLC Position: Q2 2026 in Review

One Wealth Advisors held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 5,112 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #291.

One Wealth Advisors first reported a position in BKLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $428K in Q3 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

One Wealth Advisors held 5,112 shares of BNY Mellon US Large Cap Core Equity ETF worth $244K as of Q2 2026.
One Wealth Advisors 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 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #291 holding.
One Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
One Wealth Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $428K in Q3 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.