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Optima Capital’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Optima Capital’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
Q1 		– Sell
-315
Closed -$13.8K – 285
2025
Q4 		$13.8K Buy
+315
New +$13.6K 0.01% 481

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optima Capital's BKLC Position: Q1 2026 in Review

Optima Capital sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 315 shares — an estimated $13.8K sold.

Optima Capital first reported a position in BKLC in Q4 2025 and held it in 1 quarter. The position peaked at $13.8K in Q4 2025. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Optima Capital reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 315 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $13.8K.
  • Optima Capital first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's BNY Mellon US Large Cap Core Equity ETF position peaked at $13.8K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.