Principal Securities’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Principal Securities’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	$588K	Sell	12,303 -252	-2%	-$11.7K	0.01%	1007
2026 Q1	$522K	Sell	12,555 -39	-0.3%	-$1.69K	0.01%	969
2025 Q4	$549K	Sell	12,594 -15	-0.1%	-$649	0.01%	905
2025 Q3	$540K	Sell	12,609 -78	-0.6%	-$3.2K	0.01%	883
2025 Q2	$501K	Sell	12,687 -120	-0.9%	-$4.38K	0.01%	856
2025 Q1	$478K	Hold	12,807	–	–	0.01%	793
2024 Q4	$478K	Sell	12,807 -462	-3%	-$17.3K	0.01%	789
2024 Q3	$485K	Hold	13,269	–	–	0.01%	764
2024 Q2	$459K	Hold	13,269	–	–	0.01%	734
2024 Q1	$441K	Hold	13,269	–	–	0.01%	715
2023 Q4	$400K	Buy	+13,269	New	+$374K	0.01%	692

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

Principal Securities's BKLC Position: Q2 2026 in Review

Principal Securities reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 2% in Q2 2026, selling an estimated $11.7K and leaving 12,303 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #1007.

Principal Securities first reported a position in BKLC in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Principal Securities held 12,303 shares of BNY Mellon US Large Cap Core Equity ETF worth $588K as of Q2 2026.
Principal Securities sold 252 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $11.7K.
BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1007 holding.
Principal Securities first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.