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

Pinnacle 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
Q1 		– Sell
-14,460
Closed -$630K – 28
2025
Q4 		$630K Sell
14,460
-315
-2% -$13.6K 0.42% 37
2025
Q3 		$632K Sell
14,775
-174
-1% -$7.14K 0.43% 35
2025
Q2 		$590K Sell
14,949
-729
-5% -$26.6K 0.49% 36
2025
Q1 		$556K Buy
15,678
+417
+3% +$15.6K 0.63% 44
2024
Q4 		$570K Sell
15,261
-1,557
-9% -$58.4K 0.63% 32
2024
Q3 		$614K Sell
16,818
-636
-4% -$22.3K 0.73% 32
2024
Q2 		$604K Buy
17,454
+603
+4% +$20K 0.76% 36
2024
Q1 		$561K Buy
16,851
+42
+0.2% +$1.33K 0.58% 38
2023
Q4 		$507K Sell
16,809
-19,341
-54% -$545K 0.58% 28
2023
Q3 		$976K Sell
36,150
-2,052
-5% -$57.2K 1.18% 35
2023
Q2 		$1.06M Buy
+38,202
New +$998K 1.07% 41

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
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Management's BKLC Position: Q1 2026 in Review

Pinnacle Wealth Management sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 14,460 shares — an estimated $630K sold.

Pinnacle Wealth Management first reported a position in BKLC in Q2 2023 and held it in 11 quarters. The position peaked at $1.06M in Q2 2023. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Pinnacle Wealth Management reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management sold 14,460 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $630K.
  • Pinnacle Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2023 and held it in 11 quarters.
  • Pinnacle Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.06M in Q2 2023.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.