Principia Wealth Advisory’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Principia Wealth Advisory’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	$14.8M	Buy	308,766 +9,006	+3%	+$417K	7.35%	2
2026 Q1	$12.5M	Buy	299,760 +91,269	+44%	+$3.96M	7.06%	3
2025 Q4	$9.09M	Buy	208,491 +85,728	+70%	+$3.71M	5.69%	5
2025 Q3	$5.25M	Buy	122,763 +82,200	+203%	+$3.37M	3.62%	8
2025 Q2	$1.6M	Buy	+40,563	New	+$1.48M	1.36%	19

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

Principia Wealth Advisory's BKLC Position: Q2 2026 in Review

Principia Wealth Advisory increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 3% in Q2 2026, buying an estimated $417K and bringing the position to 308,766 shares worth $14.8M. The position accounts for 7.35% of the portfolio, ranked #2.

Principia Wealth Advisory first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Principia Wealth Advisory held 308,766 shares of BNY Mellon US Large Cap Core Equity ETF worth $14.8M as of Q2 2026.
Principia Wealth Advisory bought 9,006 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $417K.
BNY Mellon US Large Cap Core Equity ETF made up 7.35% of Principia Wealth Advisory's portfolio in Q2 2026, its #2 holding.
Principia Wealth Advisory first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.